Bank of Montreal’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bank of Montreal’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 Q1	$123K	Sell	2,500 -126,920,500	-100%	-$6.61B	﹤0.01%	3081
2025 Q4	$6.95B	Buy	126,923,000 +120,000,000	+1,733%	+$6.39B	2.41%	4
2025 Q3	$373M	Buy	6,923,000 +6,847,000	+9,009%	+$363M	0.14%	118
2025 Q2	$3.98M	Sell	76,000 -74,000	-49%	-$3.66M	﹤0.01%	1341
2025 Q1	$7.47M	Buy	+150,000	New	+$7.52M	﹤0.01%	1041
2024 Q3	–	Sell	-10,600	Closed	-$438K	–	4294
2024 Q2	$438K	Sell	10,600 -400,000	-97%	-$16.5M	﹤0.01%	2481
2024 Q1	$17.2M	Sell	410,600 -319,900	-44%	-$12.6M	0.01%	781
2023 Q4	$27.6M	Sell	730,500 -680,100	-48%	-$23.5M	0.01%	676
2023 Q3	$49.1M	Buy	1,410,600 +850,600	+152%	+$29.3M	0.02%	423
2023 Q2	$18.9M	Sell	560,000 -106,000	-16%	-$3.46M	0.01%	765
2023 Q1	$21.4M	Buy	666,000 +16,000	+2%	+$556K	0.01%	662
2022 Q4	$22.3M	Buy	650,000 +250,000	+63%	+$8.46M	0.01%	655
2022 Q3	$13.3K	Buy	400,000 +250,000	+167%	+$8.26M	0.01%	854
2022 Q2	$5.29K	Sell	150,000 -774,800	-84%	-$26.8M	﹤0.01%	1402
2022 Q1	$36.9M	Buy	+924,800	New	+$36.1M	0.02%	571
2021 Q4	–	Sell	-1,400,000	Closed	-$53.5M	–	3926
2021 Q3	$53.5M	Buy	1,400,000 +500,000	+56%	+$18.7M	0.02%	533
2021 Q2	$33.1M	Buy	900,000 +379,000	+73%	+$13.9M	0.02%	675
2021 Q1	$18.2M	Buy	+521,000	New	+$16.7M	0.01%	727
2020 Q4	–	Sell	-200,000	Closed	-$4.89M	–	5136
2020 Q3	$4.89M	Sell	200,000 -750,000	-79%	-$18.2M	﹤0.01%	1218
2020 Q2	$21.5M	Buy	+950,000	New	+$21.6M	0.02%	563
2020 Q1	–	Sell	-1,001,000	Closed	-$30.8M	–	4789
2019 Q4	$30.8M	Hold	1,001,000	–	–	0.02%	552
2019 Q3	$28M	Hold	1,001,000	–	–	0.02%	521
2019 Q2	$27.6M	Sell	1,001,000 -1,501,000	-60%	-$40.7M	0.02%	526
2019 Q1	$64.3M	Hold	2,502,000	–	–	0.06%	282
2018 Q4	$59.6M	Buy	+2,502,000	New	+$65M	0.06%	286
2018 Q2	–	Sell	-400,000	Closed	-$11M	–	4897
2018 Q1	$11M	Sell	400,000 -120,000	-23%	-$3.46M	0.01%	825
2017 Q4	$14.5M	Buy	520,000 +20,000	+4%	+$538K	0.01%	729
2017 Q3	$12.9M	Hold	500,000	–	–	0.01%	744
2017 Q2	$12.3M	Buy	500,000 +385,000	+335%	+$9.14M	0.01%	764
2017 Q1	$2.73M	Buy	+115,000	New	+$2.75M	﹤0.01%	1362
2016 Q4	–	Sell	-500,000	Closed	-$9.65M	–	4210
2016 Q3	$9.65M	Sell	500,000 -639,146	-56%	-$13.2M	0.01%	826
2016 Q2	$22.9M	Hold	1,139,146	–	–	0.03%	503
2016 Q1	$22.5M	Buy	1,139,146 +1,025,231	+900%	+$19.5M	0.02%	456
2015 Q4	$2.38M	Buy	+113,915	New	+$2.4M	﹤0.01%	1321
2014 Q3	–	Sell	-113,915	Closed	-$2.27M	–	4446
2014 Q2	$2.27M	Buy	+113,915	New	+$2.22M	﹤0.01%	1411
2014 Q1	–	Sell	-165,176	Closed	-$3.17M	–	4178
2013 Q4	$3.17M	Buy	+165,176	New	+$3.04M	﹤0.01%	992

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal's XLF Position: Q1 2026 in Review

Bank of Montreal increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.2% in Q1 2026, buying an estimated $3.98M and bringing the position to 1,143,784 shares worth $56.5M. The position accounts for 0.02% of the portfolio, ranked #519.

Bank of Montreal first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $196M in Q3 2021. 1,844 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Bank of Montreal held 1,143,784 shares of State Street Financial Select Sector SPDR ETF worth $56.5M as of Q1 2026.
Bank of Montreal bought 76,435 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.98M.
State Street Financial Select Sector SPDR ETF made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #519 holding.
Bank of Montreal first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's State Street Financial Select Sector SPDR ETF position peaked at $196M in Q3 2021.
1,844 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.