Edmond de Rothschild Holding’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Edmond de Rothschild Holding’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
2017 Q3	–	Sell	-603,000	Closed	-$103K	–	862
2017 Q2	$103K	Buy	+603,000	New	+$14.3M	﹤0.01%	557

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 $377B AUM 19.32% 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

Edmond de Rothschild Holding's XLF Position: Q1 2026 in Review

Edmond de Rothschild Holding held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 920 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Edmond de Rothschild Holding first reported a position in XLF in Q2 2015 and has held it in 35 quarters since. The position peaked at $6.76M in Q4 2022. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Edmond de Rothschild Holding held 920 shares of State Street Financial Select Sector SPDR ETF worth $45.4K as of Q1 2026.
Edmond de Rothschild Holding left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #450 holding.
Edmond de Rothschild Holding first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 35 quarters since.
Edmond de Rothschild Holding's State Street Financial Select Sector SPDR ETF position peaked at $6.76M in Q4 2022.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.