Lazard Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lazard Asset Management’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 Q1	$70.4K	Hold	1,425	–	–	﹤0.01%	1760
2025 Q4	$78K	Hold	1,425	–	–	﹤0.01%	1769
2025 Q3	$76.8K	Buy	+1,425	New	+$75.5K	﹤0.01%	1713
2018 Q3	–	Sell	-283,330	Closed	-$7.53M	–	1115
2018 Q2	$7.53M	Buy	283,330 +125	+0%	+$3.45K	0.01%	494
2018 Q1	$7.81M	Buy	283,205 +240	+0.1%	+$6.91K	0.01%	482
2017 Q4	$7.9M	Sell	282,965 -261,700	-48%	-$7.04M	0.01%	477
2017 Q3	$14.1M	Buy	544,665 +100,000	+22%	+$2.5M	0.03%	351
2017 Q2	$11M	Sell	444,665 -289,975	-39%	-$6.88M	0.02%	418
2017 Q1	$17.4M	Sell	734,640 -39,115	-5%	-$937K	0.03%	335
2016 Q4	$18M	Buy	+773,755	New	+$16.6M	0.04%	302
2015 Q4	–	Sell	-179,393	Closed	-$3.57M	–	1159
2015 Q3	$3.57M	Buy	+179,393	New	+$3.8M	0.01%	531
2015 Q1	–	Sell	-508,423	Closed	-$11M	–	1214
2014 Q4	$11M	Buy	+508,423	New	+$10.6M	0.02%	377
2013 Q3	–	Sell	-857,429	Closed	-$14.7M	–	1053
2013 Q2	$14.7M	Buy	+857,429	New	+$14.4M	0.03%	283

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

Lazard Asset Management's XLF Position: Q1 2026 in Review

Lazard Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 1,425 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Lazard Asset Management first reported a position in XLF in Q2 2013 and has held it in 13 quarters since. The position peaked at $18M in Q4 2016. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Lazard Asset Management held 1,425 shares of State Street Financial Select Sector SPDR ETF worth $70.4K as of Q1 2026.
Lazard Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1760 holding.
Lazard Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 13 quarters since.
Lazard Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $18M in Q4 2016.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.