Mosley Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.66M Buy
31,052
+29,062
+1,460% +$1.51M 0.53% 36
2026
Q1
$107K Buy
+1,990
New +$104K 0.05% 176
2024
Q4
$761K Buy
14,844
+2,260
+18% +$109K 0.47% 46
2024
Q3
$594K Buy
12,584
+5,186
+70% +$226K 0.41% 56
2024
Q2
$304K Buy
+7,398
New +$304K 0.26% 82

Other funds holding XLF

Mosley Wealth Management's XLF Position: Q2 2026 in Review

Mosley Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1,460% in Q2 2026, buying an estimated $1.51M and bringing the position to 31,052 shares worth $1.66M. The position accounts for 0.53% of the portfolio, ranked #36.

Mosley Wealth Management first reported a position in XLF in Q2 2024 and has held it in 5 quarters since. 1,231 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Mosley Wealth Management held 31,052 shares of State Street Financial Select Sector SPDR ETF worth $1.66M as of Q2 2026.
  • Mosley Wealth Management bought 29,062 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.51M.
  • State Street Financial Select Sector SPDR ETF made up 0.53% of Mosley Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Mosley Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.