Mosaic Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mosaic Financial Group’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 Q1	$419K	Buy	8,484 +47	+0.6%	+$2.45K	0.3%	73
2025 Q4	$462K	Buy	8,437 +16	+0.2%	+$853	0.32%	72
2025 Q3	$454K	Buy	8,421 +16	+0.2%	+$848	0.32%	67
2025 Q2	$440K	Buy	8,405 +17	+0.2%	+$841	0.34%	68
2025 Q1	$418K	Hold	8,388	–	–	0.34%	66
2024 Q4	$405K	Sell	8,388 -111	-1%	-$5.37K	0.29%	70
2024 Q3	$385K	Sell	8,499 -39	-0.5%	-$1.7K	0.27%	73
2024 Q2	$351K	Sell	8,538 -878	-9%	-$36.1K	0.25%	76
2024 Q1	$397K	Buy	+9,416	New	+$372K	0.32%	64

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mosaic Financial Group's XLF Position: Q1 2026 in Review

Mosaic Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.56% in Q1 2026, buying an estimated $2.45K and bringing the position to 8,484 shares worth $419K. The position accounts for 0.3% of the portfolio, ranked #73.

Mosaic Financial Group first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $462K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Mosaic Financial Group held 8,484 shares of State Street Financial Select Sector SPDR ETF worth $419K as of Q1 2026.
Mosaic Financial Group bought 47 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.45K.
State Street Financial Select Sector SPDR ETF made up 0.3% of Mosaic Financial Group's portfolio in Q1 2026, its #73 holding.
Mosaic Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $462K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.