Joseph P. Lucia & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Joseph P. Lucia & Associates’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 Q2	$4.88M	Buy	90,938 +8,923	+11%	+$464K	1.47%	20
2026 Q1	$4.05M	Buy	82,015 +230	+0.3%	+$12K	1.45%	21
2025 Q4	$4.48M	Buy	81,785 +5,736	+8%	+$306K	1.62%	17
2025 Q3	$4.1M	Buy	76,049 +7,005	+10%	+$371K	1.55%	18
2025 Q2	$3.62M	Sell	69,044 -3,098	-4%	-$153K	1.48%	20
2025 Q1	$3.59M	Buy	72,142 +7,659	+12%	+$384K	1.64%	20
2024 Q4	$3.12M	Buy	64,483 +12,246	+23%	+$592K	1.39%	22
2024 Q3	$2.37M	Buy	52,237 +5,592	+12%	+$244K	1.09%	31
2024 Q2	$1.92M	Buy	46,645 +2,376	+5%	+$97.8K	0.98%	36
2024 Q1	$1.86M	Buy	44,269 +8,299	+23%	+$328K	1%	38
2023 Q4	$1.35M	Buy	35,970 +67	+0.2%	+$2.32K	0.84%	38
2023 Q3	$1.19M	Sell	35,903 -2,874	-7%	-$99K	0.83%	38
2023 Q2	$1.31M	Sell	38,777 -7,679	-17%	-$251K	0.88%	35
2023 Q1	$1.49M	Sell	46,456 -5,911	-11%	-$205K	1.04%	32
2022 Q4	$1.79M	Sell	52,367 -2,026	-4%	-$68.5K	1.34%	30
2022 Q3	$1.65M	Sell	54,393 -2,543	-4%	-$84.1K	1.3%	29
2022 Q2	$1.79M	Buy	56,936 +411	+0.7%	+$14.2K	1.26%	29
2022 Q1	$2.17M	Buy	56,525 +10,060	+22%	+$393K	1.32%	28
2021 Q4	$1.81M	Buy	46,465 +197	+0.4%	+$7.74K	1.15%	32
2021 Q3	$1.74M	Buy	46,268 +15	+0%	+$561	1.03%	30
2021 Q2	$1.7M	Buy	46,253 +244	+0.5%	+$8.93K	1.01%	32
2021 Q1	$1.57M	Buy	46,009 +206	+0.4%	+$6.62K	0.7%	32
2020 Q4	$1.35M	Sell	45,803 -7,873	-15%	-$211K	0.94%	33
2020 Q3	$1.29M	Sell	53,676 -12,872	-19%	-$313K	1.21%	30
2020 Q2	$1.54M	Sell	66,548 -1,000	-1%	-$22.7K	1.39%	23
2020 Q1	$1.41M	Buy	67,548 +1,015	+2%	+$27.9K	1.56%	19
2019 Q4	$2.05M	Buy	66,533 +1,377	+2%	+$40.4K	1.86%	17
2019 Q3	$1.82M	Sell	65,156 -867	-1%	-$23.9K	1.88%	14
2019 Q2	$1.82M	Buy	66,023 +44,178	+202%	+$1.2M	1.91%	14
2019 Q1	$582K	Buy	+21,845	New	+$564K	1%	28

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

Joseph P. Lucia & Associates's XLF Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, buying an estimated $464K and bringing the position to 90,938 shares worth $4.88M. The position accounts for 1.47% of the portfolio, ranked #20.

Joseph P. Lucia & Associates first reported a position in XLF in Q1 2019 and has held it in 30 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Joseph P. Lucia & Associates held 90,938 shares of State Street Financial Select Sector SPDR ETF worth $4.88M as of Q2 2026.
Joseph P. Lucia & Associates bought 8,923 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $464K.
State Street Financial Select Sector SPDR ETF made up 1.47% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #20 holding.
Joseph P. Lucia & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.