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
2024 Q4	–	Sell	-36,900	Closed	-$36.9K	–	4083
2024 Q3	$36.9K	Buy	+36,900	New	+$1.61M	﹤0.01%	3447
2024 Q2	–	Sell	-41,000	Closed	-$15.2K	–	3947
2024 Q1	$15.2K	Buy	41,000 +39,000	+1,950%	+$1.54M	﹤0.01%	3372
2023 Q4	$40	Buy	2,000 +1,960	+4,900%	+$67.9K	﹤0.01%	3623
2023 Q3	$1.76K	Buy	+40	New	+$1.38K	﹤0.01%	3474
2023 Q1	–	Sell	-391	Closed	-$19.3K	–	3694
2022 Q4	$19.3K	Sell	391 -189	-33%	-$6.39K	﹤0.01%	3134
2022 Q3	$52K	Sell	580 -47,320	-99%	-$1.56M	﹤0.01%	2876
2022 Q2	$49K	Buy	47,900 +47,635	+17,975%	+$1.65M	﹤0.01%	2911
2022 Q1	$9K	Buy	265 +19	+8%	+$743	﹤0.01%	3226
2021 Q4	$17K	Sell	246 -23,754	-99%	-$934K	﹤0.01%	3123
2021 Q3	$32K	Buy	+24,000	New	+$898K	﹤0.01%	2973
2020 Q3	–	Sell	-1,000	Closed	-$1K	–	2718
2020 Q2	$1K	Buy	+1,000	New	+$22.7K	﹤0.01%	2421
2019 Q4	–	Sell	-7,000	Closed	-$3K	–	2552
2019 Q3	$3K	Buy	+7,000	New	+$193K	﹤0.01%	2356
2019 Q1	–	Sell	-80,000	Closed	-$16K	–	2444
2018 Q4	$16K	Hold	80,000	–	–	﹤0.01%	2098
2018 Q3	$16K	Buy	+80,000	New	+$2.24M	﹤0.01%	2178
2018 Q2	–	Sell	-5,000	Closed	-$2K	–	2386
2018 Q1	$2K	Buy	+5,000	New	+$144K	﹤0.01%	2159
2017 Q1	–	Sell	-5,000	Closed	-$1K	–	2176
2016 Q4	$1K	Buy	+5,000	New	+$107K	﹤0.01%	1926
2016 Q2	–	Sell	-2,278	Closed	-$40K	–	2045
2016 Q1	$40K	Buy	+2,278	New	+$43.4K	﹤0.01%	1962

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

HighTower Advisors's XLF Position: Q2 2026 in Review

HighTower Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.5% in Q2 2026, selling an estimated $2.93M and leaving 2,173,984 shares worth $117M. The position accounts for 0.11% of the portfolio, ranked #181.

HighTower Advisors first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $126M in Q3 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

HighTower Advisors held 2,173,984 shares of State Street Financial Select Sector SPDR ETF worth $117M as of Q2 2026.
HighTower Advisors sold 56,455 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.93M.
State Street Financial Select Sector SPDR ETF made up 0.11% of HighTower Advisors's portfolio in Q2 2026, its #181 holding.
HighTower Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's State Street Financial Select Sector SPDR ETF position peaked at $126M in Q3 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.