Lebenthal Global Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lebenthal Global 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 Q1	$12.8M	Buy	+259,703	New	+$13.5M	1.86%	16
2023 Q1	–	Sell	-371,137	Closed	-$12.7M	–	136
2022 Q4	$12.7M	Buy	371,137 +4,609	+1%	+$156K	4.18%	8
2022 Q3	$11.1M	Buy	366,528 +3,639	+1%	+$120K	5.1%	7
2022 Q2	$11.4M	Sell	362,889 -13,488	-4%	-$466K	5.53%	5
2022 Q1	$14.4M	Buy	376,377 +369,956	+5,762%	+$14.5M	6.14%	5
2021 Q4	$250K	Sell	6,421 -1,239	-16%	-$48.7K	0.1%	146
2021 Q3	$287K	Sell	7,660 -36,071	-82%	-$1.35M	0.18%	100
2021 Q2	$1.6M	Sell	43,731 -48,549	-53%	-$1.78M	0.86%	19
2021 Q1	$3.14M	Buy	92,280 +90,310	+4,584%	+$2.9M	1.93%	12
2020 Q4	$58K	Buy	+1,970	New	+$52.7K	0.04%	241

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

Lebenthal Global Advisors's XLF Position: Q1 2026 in Review

Lebenthal Global Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 259,703 shares worth $12.8M. The stake represents 1.86% of the portfolio and ranks #16 among its holdings. This is a return to the name: Lebenthal Global Advisors previously reported a position in XLF as recently as Q4 2022.

Lebenthal Global Advisors first reported a position in XLF in Q4 2020 and has held it in 10 quarters since. The position peaked at $14.4M in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Lebenthal Global Advisors held 259,703 shares of State Street Financial Select Sector SPDR ETF worth $12.8M as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Lebenthal Global Advisors position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 1.86% of Lebenthal Global Advisors's portfolio in Q1 2026, its #16 holding.
Lebenthal Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Lebenthal Global Advisors's State Street Financial Select Sector SPDR ETF position peaked at $14.4M in Q1 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.