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 $1.56T 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.