MPWM Advisory Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
MPWM Advisory Solutions's XLF Position: Q1 2026 in Review
MPWM Advisory Solutions reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q1 2026, selling an estimated $1.3K and leaving 1,108 shares worth $54.7K. The position accounts for 0.03% of the portfolio, ranked #190.
MPWM Advisory Solutions first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- MPWM Advisory Solutions held 1,108 shares of State Street Financial Select Sector SPDR ETF worth $54.7K as of Q1 2026.
- MPWM Advisory Solutions sold 25 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.3K.
- State Street Financial Select Sector SPDR ETF made up 0.03% of MPWM Advisory Solutions's portfolio in Q1 2026, its #190 holding.
- MPWM Advisory Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- MPWM Advisory Solutions's State Street Financial Select Sector SPDR ETF position peaked at $266K in Q1 2025.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.