MYeCFO’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MYeCFO’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 Q3	$204K	Hold	3,820	–	–	0.08%	71
2026 Q2	$205K	Buy	+3,820	New	+$199K	0.08%	70
2026 Q1	–	Sell	-3,820	Closed	-$209K	–	69
2025 Q4	$209K	Buy	+3,820	New	+$204K	0.09%	62
2025 Q3	–	Sell	-4,355	Closed	-$228K	–	64
2025 Q2	$228K	Sell	4,355 -600	-12%	-$29.7K	0.11%	57
2025 Q1	$247K	Hold	4,955	–	–	0.13%	54
2024 Q4	$239K	Buy	4,955 +100	+2%	+$4.84K	0.13%	55
2024 Q3	$220K	Sell	4,855 -200	-4%	-$8.73K	0.12%	55
2024 Q2	$208K	Hold	5,055	–	–	0.12%	53
2024 Q1	$213K	Sell	5,055 -1,500	-23%	-$59.2K	0.12%	53
2023 Q4	$246K	Buy	+6,555	New	+$227K	0.16%	46

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

MYeCFO's XLF Position: Q3 2026 in Review

MYeCFO held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 3,820 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #71.

MYeCFO first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $247K in Q1 2025. 914 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

MYeCFO held 3,820 shares of State Street Financial Select Sector SPDR ETF worth $204K as of Q3 2026.
MYeCFO left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.08% of MYeCFO's portfolio in Q3 2026, its #71 holding.
MYeCFO first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
MYeCFO's State Street Financial Select Sector SPDR ETF position peaked at $247K in Q1 2025.
914 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.