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Lazari Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lazari Capital 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
Q2 		$237K Sell
4,417
-99
-2% -$5.14K 0.07% 153
2026
Q1 		$223K Buy
4,516
+1
+0% +$52 0.08% 148
2025
Q4 		$247K Buy
4,515
+1
+0% +$53 0.08% 131
2025
Q3 		$243K Hold
4,514
– – 0.08% 131
2025
Q2 		$236K Sell
4,514
-174
-4% -$8.61K 0.09% 123
2025
Q1 		$234K Buy
4,688
+1
+0% +$50 0.1% 121
2024
Q4 		$227K Buy
4,687
+1
+0% +$48 0.09% 129
2024
Q3 		$212K Buy
+4,686
New +$204K 0.09% 140

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lazari Capital Management's XLF Position: Q2 2026 in Review

Lazari Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q2 2026, selling an estimated $5.14K and leaving 4,417 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #153.

Lazari Capital Management first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $247K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Lazari Capital Management held 4,417 shares of State Street Financial Select Sector SPDR ETF worth $237K as of Q2 2026.
  • Lazari Capital Management sold 99 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.14K.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of Lazari Capital Management's portfolio in Q2 2026, its #153 holding.
  • Lazari Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Lazari Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $247K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.