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

Legacy 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	–	Sell	-5,447	Closed	-$298K	–	307
2025 Q4	$298K	Buy	+5,447	New	+$290K	0.03%	222
2025 Q2	–	Sell	-11,690	Closed	-$582K	–	420
2025 Q1	$582K	Buy	11,690 +1,200	+11%	+$60.2K	0.06%	240
2024 Q4	$507K	Buy	+10,490	New	+$507K	0.05%	249
2019 Q4	–	Sell	-11,692	Closed	-$327K	–	138
2019 Q3	$327K	Buy	11,692 +6,665	+133%	+$184K	0.24%	80
2019 Q2	$139K	Hold	5,027	–	–	0.09%	135
2019 Q1	$129K	Buy	+5,027	New	+$130K	0.04%	136
2018 Q4	–	Sell	-4,291	Closed	-$118K	–	403
2018 Q3	$118K	Hold	4,291	–	–	0.06%	168
2018 Q2	$114K	Buy	+4,291	New	+$118K	0.09%	131

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

Legacy Advisors's XLF Position: Q1 2026 in Review

Legacy Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 5,447 shares — an estimated $298K sold.

Legacy Advisors first reported a position in XLF in Q2 2018 and held it in 8 quarters. The position peaked at $582K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Legacy Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Legacy Advisors sold 5,447 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $298K.
Legacy Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and held it in 8 quarters.
Legacy Advisors's State Street Financial Select Sector SPDR ETF position peaked at $582K in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.