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 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 $1.56T 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 $374B AUM 17.66% 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

Equitable Holdings's XLF Position: Q1 2026 in Review

Equitable Holdings increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.4% in Q1 2026, buying an estimated $1.68M and bringing the position to 764,429 shares worth $41.6M. The position accounts for 0.27% of the portfolio, ranked #80.

Equitable Holdings first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Equitable Holdings held 764,429 shares of State Street Financial Select Sector SPDR ETF worth $41.6M as of Q1 2026.
Equitable Holdings bought 32,327 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.68M.
State Street Financial Select Sector SPDR ETF made up 0.27% of Equitable Holdings's portfolio in Q1 2026, its #80 holding.
Equitable Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.