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 Q2	$13.8M	Sell	258,311 -1,392	-0.5%	-$72.3K	1.87%	13
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 $1.81T 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

Lebenthal Global Advisors's XLF Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.54% in Q2 2026, selling an estimated $72.3K and leaving 258,311 shares worth $13.8M. The position accounts for 1.87% of the portfolio, ranked #13.

Lebenthal Global Advisors first reported a position in XLF in Q4 2020 and has held it in 11 quarters since. The position peaked at $14.4M in Q1 2022. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Lebenthal Global Advisors held 258,311 shares of State Street Financial Select Sector SPDR ETF worth $13.8M as of Q2 2026.
Lebenthal Global Advisors sold 1,392 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $72.3K.
State Street Financial Select Sector SPDR ETF made up 1.87% of Lebenthal Global Advisors's portfolio in Q2 2026, its #13 holding.
Lebenthal Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Lebenthal Global Advisors's State Street Financial Select Sector SPDR ETF position peaked at $14.4M in Q1 2022.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.