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

Legacy Bridge’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 		$73.3K Hold
1,485
– – 0.03% 187
2025
Q4 		$81.3K Hold
1,485
– – 0.03% 178
2025
Q3 		$80K Hold
1,485
– – 0.03% 176
2025
Q2 		$77.8K Hold
1,485
– – 0.04% 170
2025
Q1 		$74K Hold
1,485
– – 0.04% 165
2024
Q4 		$71.8K Hold
1,485
– – 0.04% 176
2024
Q3 		$67.3K Hold
1,485
– – 0.04% 179
2024
Q2 		$61K Sell
1,485
-500
-25% -$20.6K 0.04% 174
2024
Q1 		$83.6K Hold
1,985
– – 0.05% 173
2023
Q4 		$74.6K Sell
1,985
-110
-5% -$3.81K 0.05% 175
2023
Q3 		$69.5K Hold
2,095
– – 0.05% 180
2023
Q2 		$70.6K Hold
2,095
– – 0.05% 183
2023
Q1 		$67.4K Hold
2,095
– – 0.05% 186
2022
Q4 		$71.6K Hold
2,095
– – 0.05% 182
2022
Q3 		$64K Hold
2,095
– – 0.05% 177
2022
Q2 		$66K Hold
2,095
– – 0.05% 185
2022
Q1 		$80K Hold
2,095
– – 0.05% 190
2021
Q4 		$82K Hold
2,095
– – 0.04% 191
2021
Q3 		$79K Buy
2,095
+500
+31% +$18.7K 0.05% 185
2021
Q2 		$59K Buy
1,595
+420
+36% +$15.4K 0.03% 190
2021
Q1 		$40K Hold
1,175
– – 0.03% 204
2020
Q4 		$35K Hold
1,175
– – 0.03% 200
2020
Q3 		$28K Hold
1,175
– – 0.03% 202
2020
Q2 		$27K Hold
1,175
– – 0.03% 200
2020
Q1 		$24K Buy
1,175
+895
+320% +$24.6K 0.03% 194
2019
Q4 		$9K Buy
+280
New +$8.22K 0.01% 262

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Bridge's XLF Position: Q1 2026 in Review

Legacy Bridge held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 1,485 shares worth $73.3K. The position accounts for 0.03% of the portfolio, ranked #187.

Legacy Bridge first reported a position in XLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $83.6K in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Legacy Bridge held 1,485 shares of State Street Financial Select Sector SPDR ETF worth $73.3K as of Q1 2026.
  • Legacy Bridge left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Legacy Bridge's portfolio in Q1 2026, its #187 holding.
  • Legacy Bridge first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • Legacy Bridge's State Street Financial Select Sector SPDR ETF position peaked at $83.6K in Q1 2024.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.