LCNB Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LCNB Corp’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	–	Sell	-6,702	Closed	-$367K	–	192
2025 Q4	$367K	Hold	6,702	–	–	0.12%	132
2025 Q3	$361K	Sell	6,702 -4,000	-37%	-$212K	0.13%	133
2025 Q2	$560K	Buy	10,702 +4,000	+60%	+$198K	0.2%	101
2025 Q1	$334K	Hold	6,702	–	–	0.12%	144
2024 Q4	$324K	Buy	+6,702	New	+$324K	0.12%	142
2023 Q1	–	Sell	-17,150	Closed	-$587K	–	176
2022 Q4	$587K	Buy	17,150 +7,000	+69%	+$237K	0.27%	99
2022 Q3	$308K	Hold	10,150	–	–	0.17%	128
2022 Q2	$319K	Hold	10,150	–	–	0.17%	128
2022 Q1	$389K	Sell	10,150 -5,800	-36%	-$227K	0.18%	124
2021 Q4	$623K	Buy	15,950 +300	+2%	+$11.8K	0.28%	92
2021 Q3	$587K	Buy	15,650 +4,200	+37%	+$157K	0.3%	90
2021 Q2	$420K	Buy	11,450 +1,500	+15%	+$54.9K	0.21%	114
2021 Q1	$339K	Sell	9,950 -300	-3%	-$9.64K	0.18%	117
2020 Q4	$302K	Buy	+10,250	New	+$274K	0.17%	123

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

LCNB Corp's XLF Position: Q1 2026 in Review

LCNB Corp sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 6,702 shares — an estimated $367K sold.

LCNB Corp first reported a position in XLF in Q4 2020 and held it in 14 quarters. The position peaked at $623K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

LCNB Corp reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
LCNB Corp sold 6,702 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $367K.
LCNB Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 14 quarters.
LCNB Corp's State Street Financial Select Sector SPDR ETF position peaked at $623K in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.