MHIP
XLF icon

Mountain Hill Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mountain Hill Investment Partners’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 		$40.2K Hold
750
– – 0.02% 73
2026
Q1 		$37K Hold
750
– – 0.02% 72
2025
Q4 		$41.1K Sell
750
-101,800
-99% -$5.42M 0.03% 68
2025
Q3 		$5.52M Sell
102,550
-200
-0.2% -$10.6K 4.84% 11
2025
Q2 		$5.38M Sell
102,750
-550
-0.5% -$27.2K 4.52% 11
2025
Q1 		$5.15M Buy
+103,300
New +$5.18M 5.03% 10

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Mountain Hill Investment Partners's XLF Position: Q2 2026 in Review

Mountain Hill Investment Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 750 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #73.

Mountain Hill Investment Partners first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.52M in Q3 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Mountain Hill Investment Partners held 750 shares of State Street Financial Select Sector SPDR ETF worth $40.2K as of Q2 2026.
  • Mountain Hill Investment Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #73 holding.
  • Mountain Hill Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Mountain Hill Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $5.52M in Q3 2025.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.