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: Q2 2026 in Review

Mutual Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q2 2026, selling an estimated $1.34M and leaving 102,107 shares worth $5.47M. The position accounts for 0.1% of the portfolio, ranked #197.

Mutual Advisors first reported a position in XLF in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.2M in Q4 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Mutual Advisors held 102,107 shares of State Street Financial Select Sector SPDR ETF worth $5.47M as of Q2 2026.
  • Mutual Advisors sold 25,809 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34M.
  • State Street Financial Select Sector SPDR ETF made up 0.1% of Mutual Advisors's portfolio in Q2 2026, its #197 holding.
  • Mutual Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
  • Mutual Advisors's State Street Financial Select Sector SPDR ETF position peaked at $12.2M in Q4 2024.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.