LaSalle St. Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LaSalle St. Investment 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 Q2	$285K	Sell	5,319 -10	-0.2%	-$520	0.03%	348
2026 Q1	$263K	Buy	5,329 +14	+0.3%	+$730	0.04%	321
2025 Q4	$291K	Buy	5,315 +892	+20%	+$47.5K	0.05%	274
2025 Q3	$238K	Buy	4,423 +9	+0.2%	+$477	0.04%	305
2025 Q2	$231K	Buy	4,414 +9	+0.2%	+$445	0.06%	288
2025 Q1	$219K	Buy	4,405 +90	+2%	+$4.51K	0.05%	286
2024 Q4	$208K	Sell	4,315 -1,926	-31%	-$93.1K	0.06%	265
2024 Q3	$282K	Sell	6,241 -5,132	-45%	-$224K	0.11%	152
2024 Q2	$830K	Buy	+11,373	New	+$468K	0.41%	44
2023 Q1	–	Sell	-11,058	Closed	-$378K	–	133
2022 Q4	$378K	Buy	+11,058	New	+$374K	0.18%	64

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

LaSalle St. Investment Advisors's XLF Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.19% in Q2 2026, selling an estimated $520 and leaving 5,319 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #348.

LaSalle St. Investment Advisors first reported a position in XLF in Q4 2022 and has held it in 10 quarters since. The position peaked at $830K in Q2 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

LaSalle St. Investment Advisors held 5,319 shares of State Street Financial Select Sector SPDR ETF worth $285K as of Q2 2026.
LaSalle St. Investment Advisors sold 10 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $520.
State Street Financial Select Sector SPDR ETF made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #348 holding.
LaSalle St. Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
LaSalle St. Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $830K in Q2 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.