MSH Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MSH Capital Advisors’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	$343K	Sell	6,948 -2,461	-26%	-$128K	0.07%	213
2025 Q4	$515K	Buy	9,409 +638	+7%	+$34K	0.11%	177
2025 Q3	$472K	Sell	8,771 -1,453	-14%	-$77K	0.13%	172
2025 Q2	$535K	Buy	10,224 +446	+5%	+$22.1K	0.15%	154
2025 Q1	$487K	Buy	9,778 +2,978	+44%	+$149K	0.15%	151
2024 Q4	$329K	Sell	6,800 -466	-6%	-$22.5K	0.1%	179
2024 Q3	$329K	Sell	7,266 -365	-5%	-$15.9K	0.1%	178
2024 Q2	$314K	Sell	7,631 -674	-8%	-$27.7K	0.1%	180
2024 Q1	$350K	Sell	8,305 -45	-0.5%	-$1.78K	0.12%	165
2023 Q4	$314K	Buy	8,350 +1,989	+31%	+$68.9K	0.12%	157
2023 Q3	$211K	Buy	+6,361	New	+$219K	0.08%	201
2023 Q1	–	Sell	-6,441	Closed	-$220K	–	205
2022 Q4	$220K	Sell	6,441 -299	-4%	-$10.1K	0.1%	187
2022 Q3	$205K	Sell	6,740 -583	-8%	-$19.3K	0.1%	179
2022 Q2	$230K	Buy	7,323 +240	+3%	+$8.29K	0.11%	173
2022 Q1	$271K	Buy	7,083 +970	+16%	+$37.9K	0.11%	167
2021 Q4	$239K	Buy	+6,113	New	+$240K	0.11%	161

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

MSH Capital Advisors's XLF Position: Q1 2026 in Review

MSH Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 26% in Q1 2026, selling an estimated $128K and leaving 6,948 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #213.

MSH Capital Advisors first reported a position in XLF in Q4 2021 and has held it in 16 quarters since. The position peaked at $535K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

MSH Capital Advisors held 6,948 shares of State Street Financial Select Sector SPDR ETF worth $343K as of Q1 2026.
MSH Capital Advisors sold 2,461 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $128K.
State Street Financial Select Sector SPDR ETF made up 0.07% of MSH Capital Advisors's portfolio in Q1 2026, its #213 holding.
MSH Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
MSH Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $535K in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.