MWA Asset Management’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
$267K Buy
5,399
+1,254
+30% +$65.3K 0.15% 104
2025
Q4
$227K Sell
4,145
-30
-0.7% -$1.6K 0.13% 113
2025
Q3
$225K Sell
4,175
-20
-0.5% -$1.06K 0.12% 122
2025
Q2
$220K Buy
4,195
+14
+0.3% +$693 0.13% 114
2025
Q1
$208K Buy
+4,181
New +$210K 0.14% 116

Other funds holding XLF

MWA Asset Management's XLF Position: Q1 2026 in Review

MWA Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 30% in Q1 2026, buying an estimated $65.3K and bringing the position to 5,399 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #104.

MWA Asset Management first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • MWA Asset Management held 5,399 shares of State Street Financial Select Sector SPDR ETF worth $267K as of Q1 2026.
  • MWA Asset Management bought 1,254 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $65.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.15% of MWA Asset Management's portfolio in Q1 2026, its #104 holding.
  • MWA Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on MWA Asset Management's 13F filing for Q1 2026, filed 7 May 2026.