Equitable Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Equitable Holdings’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 Q2	$33.3M	Sell	621,050 -143,379	-19%	-$7.45M	0.2%	110
2026 Q1	$41.6M	Buy	764,429 +32,327	+4%	+$1.68M	0.27%	80
2025 Q4	$40.1M	Buy	732,102 +80,190	+12%	+$4.27M	0.27%	80
2025 Q3	$35.1M	Buy	651,912 +71,219	+12%	+$3.77M	0.26%	82
2025 Q2	$30.4M	Sell	580,693 -3,171	-0.5%	-$157K	0.25%	88
2025 Q1	$29.1M	Sell	583,864 -5,346	-0.9%	-$268K	0.28%	87
2024 Q4	$28.5M	Buy	589,210 +59,238	+11%	+$2.86M	0.27%	82
2024 Q3	$24M	Buy	529,972 +64,458	+14%	+$2.81M	0.23%	88
2024 Q2	$19.1M	Buy	465,514 +156,246	+51%	+$6.43M	0.2%	94
2024 Q1	$13M	Buy	309,268 +107,291	+53%	+$4.24M	0.15%	118
2023 Q4	$7.59M	Buy	201,977 +40,424	+25%	+$1.4M	0.09%	171
2023 Q3	$5.36M	Sell	161,553 -13,778	-8%	-$475K	0.08%	193
2023 Q2	$5.91M	Sell	175,331 -7,729	-4%	-$252K	0.08%	164
2023 Q1	$5.89M	Sell	183,060 -598	-0.3%	-$20.8K	0.09%	158
2022 Q4	$6.28M	Sell	183,658 -53,458	-23%	-$1.81M	0.11%	136
2022 Q3	$7.2M	Sell	237,116 -12,234	-5%	-$404K	0.14%	111
2022 Q2	$7.84M	Sell	249,350 -74,301	-23%	-$2.57M	0.15%	107
2022 Q1	$12.4M	Buy	323,651 +19,498	+6%	+$762K	0.2%	86
2021 Q4	$11.9M	Buy	304,153 +51,052	+20%	+$2.01M	0.19%	87
2021 Q3	$9.5M	Buy	253,101 +37,692	+17%	+$1.41M	0.16%	97
2021 Q2	$7.9M	Buy	215,409 +55,173	+34%	+$2.02M	0.14%	107
2021 Q1	$5.46M	Buy	160,236 +30,356	+23%	+$975K	0.12%	127
2020 Q4	$3.83M	Sell	129,880 -33,534	-21%	-$897K	0.09%	149
2020 Q3	$3.93M	Buy	163,414 +42,746	+35%	+$1.04M	0.1%	127
2020 Q2	$2.79M	Sell	120,668 -53,429	-31%	-$1.21M	0.08%	153
2020 Q1	$3.63M	Sell	174,097 -11,832	-6%	-$326K	0.13%	109
2019 Q4	$5.72M	Buy	+185,929	New	+$5.46M	0.17%	92

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Equitable Holdings's XLF Position: Q2 2026 in Review

Equitable Holdings reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q2 2026, selling an estimated $7.45M and leaving 621,050 shares worth $33.3M. The position accounts for 0.2% of the portfolio, ranked #110.

Equitable Holdings first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $41.6M in Q1 2026. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Equitable Holdings held 621,050 shares of State Street Financial Select Sector SPDR ETF worth $33.3M as of Q2 2026.
Equitable Holdings sold 143,379 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.45M.
State Street Financial Select Sector SPDR ETF made up 0.2% of Equitable Holdings's portfolio in Q2 2026, its #110 holding.
Equitable Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's State Street Financial Select Sector SPDR ETF position peaked at $41.6M in Q1 2026.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.