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Compagnie Lombard Odier SCmA’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Compagnie Lombard Odier SCmA’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
2018
Q1 		– Sell
-463,000
Closed -$1.56M – 671
2017
Q4 		$1.56M Buy
+463,000
New +$12.5M 0.03% 196

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Compagnie Lombard Odier SCmA's XLF Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q2 2026, selling an estimated $177K and leaving 10,750 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #211.

Compagnie Lombard Odier SCmA first reported a position in XLF in Q4 2013 and has held it in 45 quarters since. The position peaked at $6.46M in Q4 2015. 1,176 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Compagnie Lombard Odier SCmA held 10,750 shares of State Street Financial Select Sector SPDR ETF worth $576K as of Q2 2026.
  • Compagnie Lombard Odier SCmA sold 3,415 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $177K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #211 holding.
  • Compagnie Lombard Odier SCmA first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 45 quarters since.
  • Compagnie Lombard Odier SCmA's State Street Financial Select Sector SPDR ETF position peaked at $6.46M in Q4 2015.
  • 1,176 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.