Heartland Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Heartland Advisors’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	–	Sell	-6,291	Closed	-$345K	–	271
2025 Q4	$345K	Buy	+6,291	New	+$335K	0.02%	230
2025 Q3	–	Sell	-770	Closed	-$40.3K	–	253
2025 Q2	$40.3K	Buy	+770	New	+$38.1K	﹤0.01%	212
2025 Q1	–	Sell	-714	Closed	-$34.5K	–	210
2024 Q4	$34.5K	Buy	+714	New	+$34.5K	﹤0.01%	196
2024 Q1	–	Sell	-5,473	Closed	-$206K	–	194
2023 Q4	$206K	Buy	+5,473	New	+$189K	0.01%	183

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

Heartland Advisors's XLF Position: Q1 2026 in Review

Heartland Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 6,291 shares — an estimated $345K sold.

Heartland Advisors first reported a position in XLF in Q4 2023 and held it in 4 quarters. The position peaked at $345K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Heartland Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Heartland Advisors sold 6,291 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $345K.
Heartland Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Heartland Advisors's State Street Financial Select Sector SPDR ETF position peaked at $345K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.