ClearBridge Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,359
| Closed | -$367K | – | 740 |
|
|
2025
Q1 | $367K | Sell |
7,359
-2,015
| -21% | -$101K | ﹤0.01% | 672 |
|
|
2024
Q4 | $453K | Sell |
9,374
-5,657
| -38% | -$274K | ﹤0.01% | 674 |
|
|
2024
Q3 | $681K | Sell |
15,031
-5,579
| -27% | -$243K | ﹤0.01% | 665 |
|
|
2024
Q2 | $847K | Buy |
20,610
+430
| +2% | +$17.7K | ﹤0.01% | 678 |
|
|
2024
Q1 | $850K | Buy |
+20,180
| New | +$797K | ﹤0.01% | 669 |
|
|
2021
Q1 | – | Sell |
-7,114
| Closed | -$210K | – | 825 |
|
|
2020
Q4 | $210K | Buy |
+7,114
| New | +$190K | ﹤0.01% | 783 |
|
|
2020
Q3 | – | Sell |
-7,220
| Closed | -$167K | – | 999 |
|
|
2020
Q2 | $167K | Sell |
7,220
-39
| -0.5% | -$886 | ﹤0.01% | 722 |
|
|
2020
Q1 | $151K | Buy |
7,259
+581
| +9% | +$16K | ﹤0.01% | 708 |
|
|
2019
Q4 | $208K | Sell |
6,678
-16,004
| -71% | -$470K | ﹤0.01% | 733 |
|
|
2019
Q3 | $635K | Buy |
22,682
+16,182
| +249% | +$447K | ﹤0.01% | 682 |
|
|
2019
Q2 | $179K | Sell |
6,500
-4
| -0.1% | -$108 | ﹤0.01% | 739 |
|
|
2019
Q1 | $167K | Buy |
6,504
+604
| +10% | +$15.6K | ﹤0.01% | 757 |
|
|
2018
Q4 | $141K | Buy |
5,900
+4,880
| +478% | +$127K | ﹤0.01% | 780 |
|
|
2018
Q3 | $28K | Buy |
1,020
+520
| +104% | +$14.6K | ﹤0.01% | 983 |
|
|
2018
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 1010 |
|
|
2018
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 1026 |
|
|
2017
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 1079 |
|
|
2017
Q2 | $12K | Sell |
500
-1,000
| -67% | -$23.7K | ﹤0.01% | 1095 |
|
|
2017
Q1 | $36K | Buy |
1,500
+1,000
| +200% | +$23.9K | ﹤0.01% | 915 |
|
|
2016
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q3 | $10K | Sell |
500
-70
| -12% | -$1.44K | ﹤0.01% | 997 |
|
|
2016
Q2 | $11K | Hold |
570
| – | – | ﹤0.01% | 985 |
|
|
2016
Q1 | $11K | Sell |
570
-14,398
| -96% | -$274K | ﹤0.01% | 977 |
|
|
2015
Q4 | $313K | Buy |
14,968
+13,874
| +1,268% | +$292K | ﹤0.01% | 797 |
|
|
2015
Q3 | $22K | Buy |
1,094
+524
| +92% | +$11.1K | ﹤0.01% | 1020 |
|
|
2015
Q2 | $12K | Hold |
570
| – | – | ﹤0.01% | 1070 |
|
|
2015
Q1 | $12K | Hold |
570
| – | – | ﹤0.01% | 1101 |
|
|
2014
Q4 | $12K | Hold |
570
| – | – | ﹤0.01% | 1100 |
|
|
2014
Q3 | $12K | Hold |
570
| – | – | ﹤0.01% | 1094 |
|
|
2014
Q2 | $11K | Hold |
570
| – | – | ﹤0.01% | 1118 |
|
|
2014
Q1 | $11K | Buy |
+570
| New | +$10.9K | ﹤0.01% | 1074 |
|
Other funds holding XLF
ClearBridge Investments's XLF Position: Q2 2025 in Review
ClearBridge Investments sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 7,359 shares — an estimated $367K sold.
ClearBridge Investments first reported a position in XLF in Q1 2014 and held it in 32 quarters. The position peaked at $850K in Q1 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.
- ClearBridge Investments reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- ClearBridge Investments sold 7,359 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $367K.
- ClearBridge Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and held it in 32 quarters.
- ClearBridge Investments's State Street Financial Select Sector SPDR ETF position peaked at $850K in Q1 2024.
- 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.
Based on ClearBridge Investments's 13F filing for Q2 2025, filed 12 Aug 2025.