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
2022
Q3
Sell
-1,000
Closed -$1K 956
2022
Q2
$1K Buy
+1,000
New +$34.6K ﹤0.01% 848

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.