McAlister, Sweet & Associates, Inc. XLF — SELECT SECTOR SPDR TR

Ownership history in McAlister, Sweet & Associates, Inc.  ·  3 quarters on record

AI Ownership Summary

McAlister, Sweet & Associates, Inc. reported SELECT SECTOR SPDR TR (XLF) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 5.41% in 2025 Q1. The latest visible filing shows XLF at 4.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McAlister, Sweet & Associates, Inc.'s position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLF was reported at 4.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.41% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLF stock page McAlister, Sweet & Associates, Inc. fund profile McAlister, Sweet & Associates, Inc. full holdings
How McAlister, Sweet & Associates, Inc. held XLF — position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 154,767 +11,430 +8.0% 4.76% $7.6M 2026-05-15 (Est.) $51.10
2025 Q1 ADDED — — — 143,337 +85,143 +146.3% 5.41% $7.1M 2025-04-10 $45.21
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLF

As of 2026 Q1 — sorted by position size

JCSD Capital, LLC 3Y 7Y 26.12% TIFF ADVISORY SERVICES, LLC 3Y 7Y 17.35% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 11.42% IMZ Advisory Inc 10.13% WestEnd Advisors, LLC 3Y 7Y 9.25% Main Management ETF Advisors, LLC 3Y 7Y 9.01% PETREDIS INVESTMENT ADVISORS LLC 3Y 8.1% Keystone Global Partners, LLC 7.92% Yelin Lapidot Holdings Management Ltd. 7.87% Lakeshore Financial Planning, Inc. 7.73%

FAQ About McAlister, Sweet & Associates, Inc. and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has McAlister, Sweet & Associates, Inc. reported owning XLF?

McAlister, Sweet & Associates, Inc. reported XLF across 2 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported XLF position in McAlister, Sweet & Associates, Inc.'s portfolio?

The largest reported portfolio weight for XLF was 5.41% in 2025 Q1.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2026 Q1, when McAlister, Sweet & Associates, Inc. reported 154,767 shares, equal to 4.76% of portfolio, with an estimated market value of $7.6M.

What does the chart on this XLF ownership page compare?

The chart compares McAlister, Sweet & Associates, Inc.'s quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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