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	$14.9M	Sell	302,500 -22,500	-7%	-$1.17M	0.01%	955
2025 Q4	$17.8M	Buy	325,000 +250,000	+333%	+$13.3M	0.01%	892
2025 Q3	$4.04M	Buy	+75,000	New	+$3.97M	﹤0.01%	1381
2025 Q1	–	Sell	-520,000	Closed	-$25.1M	–	3770
2024 Q4	$25.1M	Buy	520,000 +220,000	+73%	+$10.6M	0.01%	654
2024 Q3	$13.5M	Sell	300,000 -1,994,600	-87%	-$87M	0.01%	925
2024 Q2	$94.7M	Buy	2,294,600 +1,339,800	+140%	+$55.1M	0.03%	293
2024 Q1	$40M	Buy	954,800 +205,500	+27%	+$8.11M	0.01%	510
2023 Q4	$28.3M	Sell	749,300 -440,700	-37%	-$15.3M	0.01%	664
2023 Q3	$41.4M	Buy	1,190,000 +615,000	+107%	+$21.2M	0.01%	471
2023 Q2	$19.4M	Sell	575,000 -25,000	-4%	-$816K	0.01%	754
2023 Q1	$19.3M	Sell	600,000 -663,300	-53%	-$23.1M	0.01%	698
2022 Q4	$43.4M	Buy	1,263,300 +775,000	+159%	+$26.2M	0.02%	429
2022 Q3	$16.2K	Hold	488,300	–	–	0.01%	774
2022 Q2	$17.2K	Sell	488,300 -24,800	-5%	-$857K	0.01%	804
2022 Q1	$20.5M	Buy	+513,100	New	+$20.1M	0.01%	814
2021 Q4	–	Sell	-188,300	Closed	-$7.2M	–	3927
2021 Q3	$7.2M	Hold	188,300	–	–	﹤0.01%	1465
2021 Q2	$6.93M	Sell	188,300 -656,100	-78%	-$24M	﹤0.01%	1455
2021 Q1	$29.4M	Sell	844,400 -1,269,000	-60%	-$40.8M	0.02%	555
2020 Q4	$65.6M	Buy	2,113,400 +266,800	+14%	+$7.14M	0.04%	350
2020 Q3	$45.1M	Buy	1,846,600 +387,200	+27%	+$9.42M	0.04%	363
2020 Q2	$33.1M	Buy	1,459,400 +809,400	+125%	+$18.4M	0.03%	440
2020 Q1	$13M	Sell	650,000 -351,000	-35%	-$9.66M	0.01%	624
2019 Q4	$30.8M	Hold	1,001,000	–	–	0.02%	553
2019 Q3	$28M	Sell	1,001,000 -563,800	-36%	-$15.6M	0.02%	522
2019 Q2	$43.2M	Sell	1,564,800 -937,200	-37%	-$25.4M	0.04%	414
2019 Q1	$64.3M	Sell	2,502,000 -1,814,800	-42%	-$46.8M	0.06%	283
2018 Q4	$103M	Buy	4,316,800 +4,216,800	+4,217%	+$110M	0.1%	185
2018 Q3	$2.76M	Buy	+100,000	New	+$2.8M	﹤0.01%	1500
2017 Q4	–	Sell	-63,700	Closed	-$1.65M	–	4349
2017 Q3	$1.65M	Buy	+63,700	New	+$1.59M	﹤0.01%	1709
2017 Q2	–	Sell	-115,000	Closed	-$2.73M	–	4318
2017 Q1	$2.73M	Buy	+115,000	New	+$2.75M	﹤0.01%	1363
2016 Q2	–	Sell	-455,658	Closed	-$9M	–	4346
2016 Q1	$9M	Sell	455,658 -1,766,588	-79%	-$33.6M	0.01%	771
2015 Q4	$46.5M	Sell	2,222,246 -1,778,207	-44%	-$37.5M	0.06%	267
2015 Q3	$79.6M	Buy	4,000,453 +3,259,097	+440%	+$69.1M	0.11%	169
2015 Q2	$15.9M	Buy	741,356 +79,740	+12%	+$1.72M	0.02%	610
2015 Q1	$14M	Sell	661,616 -3,801,900	-85%	-$80.4M	0.02%	656
2014 Q4	$96.9M	Buy	4,463,516 +4,306,883	+2,750%	+$90.2M	0.11%	165
2014 Q3	$3.19M	Sell	156,633 -455,658	-74%	-$9.2M	﹤0.01%	1265
2014 Q2	$12.2M	Buy	612,291 +404,397	+195%	+$7.88M	0.01%	723
2014 Q1	$4.08M	Buy	+207,894	New	+$3.97M	0.01%	1016
2013 Q3	–	Sell	-2,392	Closed	-$41K	–	3961
2013 Q2	$41K	Buy	+2,392	New	+$40.1K	﹤0.01%	2797

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. 1,843 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.
1,843 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.