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 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%	+$4.83K	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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MYeCFO's XLF Position: Q2 2026 in Review

MYeCFO opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,820 shares worth $205K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings. This is a return to the name: MYeCFO previously reported a position in XLF as recently as Q4 2025.

MYeCFO first reported a position in XLF in Q4 2023 and has held it in 9 quarters since. The position peaked at $247K in Q1 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

MYeCFO held 3,820 shares of State Street Financial Select Sector SPDR ETF worth $205K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new MYeCFO position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.08% of MYeCFO's portfolio in Q2 2026, its #70 holding.
MYeCFO first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
MYeCFO's State Street Financial Select Sector SPDR ETF position peaked at $247K in Q1 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.