MTM Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MTM Investment Management’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	$2.08M	Buy	38,707 +418	+1%	+$21.7K	0.59%	45
2026 Q1	$1.89M	Buy	38,289 +51	+0.1%	+$2.66K	0.6%	42
2025 Q4	$2.09M	Buy	38,238 +34	+0.1%	+$1.81K	0.67%	39
2025 Q3	$2.06M	Sell	38,204 -50	-0.1%	-$2.65K	0.65%	37
2025 Q2	$2M	Sell	38,254 -63	-0.2%	-$3.12K	0.67%	38
2025 Q1	$1.91M	Sell	38,317 -289	-0.7%	-$14.5K	0.74%	36
2024 Q4	$1.87M	Buy	38,606 +10	+0%	+$484	0.72%	39
2024 Q3	$1.76M	Buy	38,596 +345	+0.9%	+$15.1K	0.69%	40
2024 Q2	$1.57M	Buy	38,251 +668	+2%	+$27.5K	0.64%	42
2024 Q1	$1.58M	Buy	37,583 +332	+0.9%	+$13.1K	0.65%	44
2023 Q4	$1.4M	Buy	37,251 +138	+0.4%	+$4.78K	0.64%	44
2023 Q3	$1.23M	Buy	37,113 +195	+0.5%	+$6.72K	0.62%	51
2023 Q2	$1.24M	Buy	36,918 +122	+0.3%	+$3.98K	0.61%	51
2023 Q1	$1.18M	Sell	36,796 -129	-0.3%	-$4.48K	0.61%	49
2022 Q4	$1.26M	Buy	36,925 +5,454	+17%	+$184K	0.66%	45
2022 Q3	$955K	Buy	31,471 +699	+2%	+$23.1K	0.54%	58
2022 Q2	$981K	Buy	30,772 +116	+0.4%	+$4.01K	0.53%	58
2022 Q1	$1.18M	Buy	30,656 +379	+1%	+$14.8K	0.57%	50
2021 Q4	$1.18M	Buy	30,277 +5	+0%	+$197	0.56%	52
2021 Q3	$1.14M	Buy	30,272 +4	+0%	+$150	0.62%	47
2021 Q2	$1.11M	Buy	30,268 +4	+0%	+$146	0.58%	55
2021 Q1	$1.03M	Buy	30,264 +547	+2%	+$17.6K	0.58%	57
2020 Q4	$876K	Buy	+29,717	New	+$795K	0.54%	59

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

MTM Investment Management's XLF Position: Q2 2026 in Review

MTM Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 38,707 shares worth $2.08M. The position accounts for 0.59% of the portfolio, ranked #45.

MTM Investment Management first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.09M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

MTM Investment Management held 38,707 shares of State Street Financial Select Sector SPDR ETF worth $2.08M as of Q2 2026.
MTM Investment Management bought 418 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
State Street Financial Select Sector SPDR ETF made up 0.59% of MTM Investment Management's portfolio in Q2 2026, its #45 holding.
MTM Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $2.09M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.