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

HighTower 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
2025 Q1	–	Sell	-9,000	Closed	-$540	–	4084
2024 Q4	$540	Buy	+9,000	New	+$435K	﹤0.01%	3731
2024 Q2	–	Sell	-400	Closed	-$804	–	3946
2024 Q1	$804	Buy	+400	New	+$15.8K	﹤0.01%	3530
2023 Q2	–	Sell	-300	Closed	-$63	–	3734
2023 Q1	$63	Buy	+300	New	+$10.4K	﹤0.01%	3379
2022 Q3	–	Sell	-10,000	Closed	-$7K	–	3435
2022 Q2	$7K	Buy	+10,000	New	+$346K	﹤0.01%	3097
2021 Q3	–	Sell	-400	Closed	-$1K	–	3460
2021 Q2	$1K	Buy	+400	New	+$14.6K	﹤0.01%	3129
2020 Q4	–	Sell	-12,000	Closed	-$11K	–	2954
2020 Q3	$11K	Sell	12,000 -10,000	-45%	-$243K	﹤0.01%	2420
2020 Q2	$11K	Buy	+22,000	New	+$500K	﹤0.01%	2308
2019 Q2	–	Sell	-8,000	Closed	-$6K	–	2530
2019 Q1	$6K	Buy	+8,000	New	+$206K	﹤0.01%	2225
2018 Q3	–	Sell	-25,000	Closed	-$14K	–	2436
2018 Q2	$14K	Buy	+25,000	New	+$689K	﹤0.01%	2124

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

HighTower Advisors's XLF Position: Q1 2026 in Review

HighTower Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.9% in Q1 2026, selling an estimated $2.23M and leaving 2,230,439 shares worth $110M. The position accounts for 0.12% of the portfolio, ranked #179.

HighTower Advisors first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $126M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

HighTower Advisors held 2,230,439 shares of State Street Financial Select Sector SPDR ETF worth $110M as of Q1 2026.
HighTower Advisors sold 42,717 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.23M.
State Street Financial Select Sector SPDR ETF made up 0.12% of HighTower Advisors's portfolio in Q1 2026, its #179 holding.
HighTower Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's State Street Financial Select Sector SPDR ETF position peaked at $126M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.