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 Q2	$456K	Buy	8,501 +17	+0.2%	+$884	0.29%	78
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 $1.81T 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

Mosaic Financial Group's XLF Position: Q2 2026 in Review

Mosaic Financial Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.2% in Q2 2026, buying an estimated $884 and bringing the position to 8,501 shares worth $456K. The position accounts for 0.29% of the portfolio, ranked #78.

Mosaic Financial Group first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $462K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Mosaic Financial Group held 8,501 shares of State Street Financial Select Sector SPDR ETF worth $456K as of Q2 2026.
Mosaic Financial Group bought 17 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $884.
State Street Financial Select Sector SPDR ETF made up 0.29% of Mosaic Financial Group's portfolio in Q2 2026, its #78 holding.
Mosaic Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $462K 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 Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.