William Mack & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

William Mack & Associates’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	$163K	Buy	+3,053	New	+$173K	0.05%	123

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

William Mack & Associates's XLF Position: Q3 2026 in Review

William Mack & Associates opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 3,053 shares worth $163K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings.

1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

William Mack & Associates held 3,053 shares of State Street Financial Select Sector SPDR ETF worth $163K as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new William Mack & Associates position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of William Mack & Associates's portfolio in Q3 2026, its #123 holding.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.