Burnham & Co LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Burnham & Co LLC’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	$40.7K	Buy	+760	New	+$39.5K	0.03%	128

Other funds holding XLF

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Burnham & Co LLC's XLF Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 760 shares worth $40.7K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings.

1,656 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Burnham & Co LLC held 760 shares of State Street Financial Select Sector SPDR ETF worth $40.7K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Burnham & Co LLC position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Burnham & Co LLC's portfolio in Q2 2026, its #128 holding.
1,656 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.