MV Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MV Capital 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	$792K	Sell	14,765 -1,340	-8%	-$69.6K	0.07%	107
2026 Q1	$795K	Sell	16,105 -482	-3%	-$25.1K	0.08%	104
2025 Q4	$908K	Hold	16,587	–	–	0.09%	102
2025 Q3	$894K	Sell	16,587 -145	-0.9%	-$7.68K	0.09%	99
2025 Q2	$876K	Sell	16,732 -97	-0.6%	-$4.8K	0.09%	100
2025 Q1	$838K	Sell	16,829 -2,028	-11%	-$102K	0.09%	100
2024 Q4	$911K	Hold	18,857	–	–	0.1%	96
2024 Q3	$855K	Hold	18,857	–	–	0.09%	101
2024 Q2	$775K	Sell	18,857 -125	-0.7%	-$5.14K	0.09%	100
2024 Q1	$800K	Sell	18,982 -400	-2%	-$15.8K	0.09%	100
2023 Q4	$729K	Buy	19,382 +615	+3%	+$21.3K	0.09%	98
2023 Q3	$623K	Sell	18,767 -555	-3%	-$19.1K	0.08%	100
2023 Q2	$651K	Sell	19,322 -24,013	-55%	-$784K	0.09%	97
2023 Q1	$1.39M	Sell	43,335 -19,021	-31%	-$661K	0.2%	69
2022 Q4	$2.13M	Sell	62,356 -1,233	-2%	-$41.7K	0.33%	48
2022 Q3	$1.93M	Buy	63,589 +60	+0.1%	+$1.98K	0.33%	44
2022 Q2	$2M	Sell	63,529 -2,009	-3%	-$69.4K	0.34%	52
2022 Q1	$2.51M	Sell	65,538 -52	-0.1%	-$2.03K	0.38%	45
2021 Q4	$2.56M	Sell	65,590 -1,256	-2%	-$49.4K	0.37%	48
2021 Q3	$2.51M	Hold	66,846	–	–	0.41%	42
2021 Q2	$2.45M	Buy	66,846 +21,591	+48%	+$790K	0.42%	40
2021 Q1	$1.54M	Buy	45,255 +18,276	+68%	+$587K	0.28%	58
2020 Q4	$795K	Buy	26,979 +26,401	+4,568%	+$706K	0.15%	75
2020 Q3	$14K	Hold	578	–	–	﹤0.01%	208
2020 Q2	$13K	Sell	578 -557	-49%	-$12.6K	﹤0.01%	217
2020 Q1	$24K	Sell	1,135 -29,109	-96%	-$801K	0.01%	180
2019 Q4	$931K	Sell	30,244 -1,509	-5%	-$44.3K	0.2%	53
2019 Q3	$889K	Buy	31,753 +22,488	+243%	+$621K	0.2%	48
2019 Q2	$256K	Sell	9,265 -18,363	-66%	-$497K	0.06%	96
2019 Q1	$710K	Buy	27,628 +24,007	+663%	+$620K	0.17%	51
2018 Q4	$86K	Sell	3,621 -10,143	-74%	-$263K	0.02%	133
2018 Q3	$380K	Sell	13,764 -617	-4%	-$17.3K	0.09%	68
2018 Q2	$382K	Sell	14,381 -31,294	-69%	-$863K	0.1%	64
2018 Q1	$1.26M	Buy	45,675 +1,506	+3%	+$43.4K	0.33%	33
2017 Q4	$1.23M	Buy	44,169 +31,943	+261%	+$860K	0.34%	35
2017 Q3	$316K	Sell	12,226 -36,084	-75%	-$900K	0.09%	72
2017 Q2	$1.19M	Buy	48,310 +33,778	+232%	+$802K	0.35%	35
2017 Q1	$345K	Sell	14,532 -28,935	-67%	-$693K	0.11%	68
2016 Q4	$1.01M	Sell	43,467 -110	-0.3%	-$2.36K	0.36%	31
2016 Q3	$841K	Buy	43,577 +29,220	+204%	+$603K	0.31%	33
2016 Q2	$288K	Buy	14,357 +884	+7%	+$17.9K	0.1%	73
2016 Q1	$266K	Sell	13,473 -10,206	-43%	-$194K	0.11%	72
2015 Q4	$495K	Buy	23,679 +19,690	+494%	+$415K	0.2%	55
2015 Q3	$79K	Sell	3,989 -175,076	-98%	-$3.71M	0.04%	125
2015 Q2	$3.83M	Sell	179,065 -88,867	-33%	-$1.92M	1.56%	19
2015 Q1	$5.67M	Sell	267,932 -590	-0.2%	-$12.5K	2.37%	14
2014 Q4	$5.83M	Buy	+268,522	New	+$5.62M	2.65%	13

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MV Capital Management's XLF Position: Q2 2026 in Review

MV Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.3% in Q2 2026, selling an estimated $69.6K and leaving 14,765 shares worth $792K. The position accounts for 0.07% of the portfolio, ranked #107.

MV Capital Management first reported a position in XLF in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.83M in Q4 2014. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

MV Capital Management held 14,765 shares of State Street Financial Select Sector SPDR ETF worth $792K as of Q2 2026.
MV Capital Management sold 1,340 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $69.6K.
State Street Financial Select Sector SPDR ETF made up 0.07% of MV Capital Management's portfolio in Q2 2026, its #107 holding.
MV Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
MV Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $5.83M in Q4 2014.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.