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

Legacy Edge 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	$330K	Sell	6,153 -478	-7%	-$24.8K	0.03%	177
2026 Q1	$327K	Sell	6,631 -1,166	-15%	-$60.8K	0.03%	175
2025 Q4	$427K	Sell	7,797 -320	-4%	-$17.1K	0.05%	144
2025 Q3	$437K	Buy	8,117 +1,927	+31%	+$102K	0.05%	139
2025 Q2	$324K	Sell	6,190 -1,977	-24%	-$97.8K	0.04%	158
2025 Q1	$407K	Sell	8,167 -301	-4%	-$15.1K	0.06%	123
2024 Q4	$409K	Buy	8,468 +1,610	+23%	+$77.8K	0.06%	122
2024 Q3	$311K	Buy	+6,858	New	+$299K	0.05%	141

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 22.9% 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

Legacy Edge Advisors's XLF Position: Q2 2026 in Review

Legacy Edge Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.2% in Q2 2026, selling an estimated $24.8K and leaving 6,153 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #177.

Legacy Edge Advisors first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $437K in Q3 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Legacy Edge Advisors held 6,153 shares of State Street Financial Select Sector SPDR ETF worth $330K as of Q2 2026.
Legacy Edge Advisors sold 478 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.8K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #177 holding.
Legacy Edge Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Edge Advisors's State Street Financial Select Sector SPDR ETF position peaked at $437K in Q3 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.