Mutual Advisors’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
Q1 | $6.32M | Sell |
127,916
-40,033
| -24% | -$2.09M | 0.14% | 150 |
|
|
2025
Q4 | $9.2M | Sell |
167,949
-1,435
| -0.8% | -$76.5K | 0.2% | 102 |
|
|
2025
Q3 | $8.9M | Buy |
169,384
+15,014
| +10% | +$796K | 0.2% | 104 |
|
|
2025
Q2 | $8.25M | Buy |
154,370
+2,945
| +2% | +$146K | 0.21% | 102 |
|
|
2025
Q1 | $7.27M | Sell |
151,425
-94,325
| -38% | -$4.73M | 0.21% | 95 |
|
|
2024
Q4 | $12.2M | Buy |
245,750
+100,843
| +70% | +$4.88M | 0.35% | 45 |
|
|
2024
Q3 | $6.83M | Sell |
144,907
-72,473
| -33% | -$3.16M | 0.2% | 91 |
|
|
2024
Q2 | $9.42M | Buy |
217,380
+50,258
| +30% | +$2.07M | 0.28% | 66 |
|
|
2024
Q1 | $7.04M | Sell |
167,122
-5,725
| -3% | -$226K | 0.23% | 89 |
|
|
2023
Q4 | $6.5M | Sell |
172,847
-160,440
| -48% | -$5.55M | 0.23% | 92 |
|
|
2023
Q3 | $11.1M | Buy |
333,287
+129,147
| +63% | +$4.45M | 0.43% | 35 |
|
|
2023
Q2 | $6.88M | Sell |
204,140
-933
| -0.5% | -$30.4K | 0.26% | 77 |
|
|
2023
Q1 | $6.59M | Buy |
205,073
+34,103
| +20% | +$1.19M | 0.27% | 75 |
|
|
2022
Q4 | $5.85M | Buy |
170,970
+7,646
| +5% | +$259K | 0.26% | 79 |
|
|
2022
Q3 | $4.96M | Buy |
163,324
+44,455
| +37% | +$1.47M | 0.26% | 79 |
|
|
2022
Q2 | $3.74M | Sell |
118,869
-34,391
| -22% | -$1.19M | 0.25% | 91 |
|
|
2022
Q1 | $5.87M | Buy |
153,260
+9,756
| +7% | +$381K | 0.33% | 63 |
|
|
2021
Q4 | $5.6M | Sell |
143,504
-22,677
| -14% | -$891K | 0.3% | 72 |
|
|
2021
Q3 | $6.24M | Buy |
166,181
+74,501
| +81% | +$2.79M | 0.37% | 56 |
|
|
2021
Q2 | $3.36M | Sell |
91,680
-47,684
| -34% | -$1.74M | 0.2% | 126 |
|
|
2021
Q1 | $4.75M | Buy |
139,364
+57,427
| +70% | +$1.84M | 0.32% | 70 |
|
|
2020
Q4 | $2.42M | Buy |
81,937
+16,095
| +24% | +$431K | 0.18% | 130 |
|
|
2020
Q3 | $1.58M | Sell |
65,842
-405
| -0.6% | -$9.85K | 0.14% | 172 |
|
|
2020
Q2 | $1.53M | Buy |
66,247
+41,605
| +169% | +$945K | 0.15% | 159 |
|
|
2020
Q1 | $513K | Sell |
24,642
-183,779
| -88% | -$5.06M | 0.07% | 286 |
|
|
2019
Q4 | $6.42M | Buy |
208,421
+169,240
| +432% | +$4.97M | 0.68% | 26 |
|
|
2019
Q3 | $1.1M | Sell |
39,181
-3,100
| -7% | -$85.6K | 0.14% | 171 |
|
|
2019
Q2 | $1.17M | Sell |
42,281
-819
| -2% | -$22.2K | 0.15% | 173 |
|
|
2019
Q1 | $1.11M | Buy |
43,100
+10,353
| +32% | +$267K | 0.16% | 151 |
|
|
2018
Q4 | $780K | Sell |
32,747
-2,083
| -6% | -$54.1K | 0.15% | 167 |
|
|
2018
Q3 | $961K | Buy |
34,830
+1,126
| +3% | +$31.5K | 0.15% | 175 |
|
|
2018
Q2 | $896K | Buy |
33,704
+2,189
| +7% | +$60.4K | 0.2% | 155 |
|
|
2018
Q1 | $869K | Buy |
31,515
+13,048
| +71% | +$376K | 0.22% | 147 |
|
|
2017
Q4 | $515K | Buy |
+18,467
| New | +$497K | 0.19% | 152 |
|
Other funds holding XLF
Mutual Advisors's XLF Position: Q1 2026 in Review
Mutual Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q1 2026, selling an estimated $2.09M and leaving 127,916 shares worth $6.32M. The position accounts for 0.14% of the portfolio, ranked #150.
Mutual Advisors first reported a position in XLF in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.2M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Mutual Advisors held 127,916 shares of State Street Financial Select Sector SPDR ETF worth $6.32M as of Q1 2026.
- Mutual Advisors sold 40,033 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.09M.
- State Street Financial Select Sector SPDR ETF made up 0.14% of Mutual Advisors's portfolio in Q1 2026, its #150 holding.
- Mutual Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's State Street Financial Select Sector SPDR ETF position peaked at $12.2M in Q4 2024.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.