Morton Brown Family Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Morton Brown Family Wealth's XLF Position: Q2 2026 in Review
Morton Brown Family Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 154 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #209.
Morton Brown Family Wealth first reported a position in XLF in Q4 2023 and has held it in 7 quarters since. The position peaked at $8.42K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Morton Brown Family Wealth held 154 shares of State Street Financial Select Sector SPDR ETF worth $8.24K as of Q2 2026.
- Morton Brown Family Wealth 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 Morton Brown Family Wealth's portfolio in Q2 2026, its #209 holding.
- Morton Brown Family Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
- Morton Brown Family Wealth's State Street Financial Select Sector SPDR ETF position peaked at $8.42K in Q4 2025.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.