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

Legacy Investment Solutions’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
2025
Q2 		$2.62K Buy
+50
New +$2.48K ﹤0.01% 470
2024
Q4 		$2.59K Hold
50
– – ﹤0.01% 469
2024
Q3 		$2.49K Buy
+50
New +$2.18K ﹤0.01% 462

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Investment Solutions's XLF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025: 50 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XLF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XLF in Q3 2024 and has held it in 3 quarters since. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

  • Legacy Investment Solutions held 50 shares of State Street Financial Select Sector SPDR ETF worth $2.62K as of Q2 2025.
  • State Street Financial Select Sector SPDR ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #470 holding.
  • Legacy Investment Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.