LEA
XLF icon

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 		$324K Sell
6,190
-441
-7% -$22.9K 0.04% 158
2026
Q1 		$327K Sell
6,631
-1,166
-15% -$60.8K 0.03% 175
2025
Q4 		$427K Buy
+7,797
New +$415K 0.05% 144

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 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 6.7% in Q2 2026, selling an estimated $22.9K and leaving 6,190 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #158.

Legacy Edge Advisors first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $427K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Legacy Edge Advisors held 6,190 shares of State Street Financial Select Sector SPDR ETF worth $324K as of Q2 2026.
  • Legacy Edge Advisors sold 441 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.9K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #158 holding.
  • Legacy Edge Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's State Street Financial Select Sector SPDR ETF position peaked at $427K in Q4 2025.
  • 1,332 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.