Morse Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Morse Asset Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.3K	Hold	1,032	–	–	0.01%	238
2026 Q1	$51K	Sell	1,032 -1,000	-49%	-$52.1K	0.01%	231
2025 Q4	$111K	Buy	2,032 +2,002	+6,673%	+$107K	0.02%	175
2025 Q3	$1.62K	Buy	30 +1	+3%	+$53	﹤0.01%	337
2025 Q2	$1.52K	Hold	29	–	–	﹤0.01%	335
2025 Q1	$1.44K	Buy	29 +4	+16%	+$201	﹤0.01%	313
2024 Q4	$1.21K	Buy	+25	New	+$1.21K	﹤0.01%	307

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morse Asset Management's XLF Position: Q2 2026 in Review

Morse Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,032 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #238.

Morse Asset Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $111K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Morse Asset Management held 1,032 shares of State Street Financial Select Sector SPDR ETF worth $55.3K as of Q2 2026.
Morse Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Morse Asset Management's portfolio in Q2 2026, its #238 holding.
Morse Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Morse Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $111K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.