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Legacy Wealth Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$598K Hold
11,196
– – 0.13% 228
2026
Q2 		$600K Hold
11,196
– – 0.13% 234
2026
Q1 		$553K Hold
11,196
– – 0.13% 242
2025
Q4 		$613K Sell
11,196
-200
-2% -$10.7K 0.15% 223
2025
Q3 		$614K Buy
11,396
+1
+0% +$53 0.15% 221
2025
Q2 		$597K Hold
11,395
– – 0.15% 212
2025
Q1 		$568K Buy
11,395
+3
+0% +$150 0.16% 218
2024
Q4 		$551K Sell
11,392
-198
-2% -$9.57K 0.15% 224
2024
Q3 		$525K Hold
11,590
– – 0.14% 238
2024
Q2 		$476K Hold
11,590
– – 0.13% 239
2024
Q1 		$488K Hold
11,590
– – 0.14% 235
2023
Q4 		$436K Hold
11,590
– – 0.14% 245
2023
Q3 		$384K Hold
11,590
– – 0.14% 249
2023
Q2 		$391K Hold
11,590
– – 0.14% 258
2023
Q1 		$373K Hold
11,590
– – 0.13% 268
2022
Q4 		$396K Hold
11,590
– – 0.15% 250
2022
Q3 		$352K Hold
11,590
– – 0.15% 239
2022
Q2 		$365K Hold
11,590
– – 0.15% 208
2022
Q1 		$444K Hold
11,590
– – 0.16% 202
2021
Q4 		$453K Hold
11,590
– – 0.15% 213
2021
Q3 		$435K Buy
+11,590
New +$434K 0.2% 191

Other funds holding XLF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Legacy Wealth Asset Management's XLF Position: Q3 2026 in Review

Legacy Wealth Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 11,196 shares worth $598K. The position accounts for 0.13% of the portfolio, ranked #228.

Legacy Wealth Asset Management first reported a position in XLF in Q3 2021 and has held it in 21 quarters since. The position peaked at $614K in Q3 2025. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Legacy Wealth Asset Management held 11,196 shares of State Street Financial Select Sector SPDR ETF worth $598K as of Q3 2026.
  • Legacy Wealth Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #228 holding.
  • Legacy Wealth Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 21 quarters since.
  • Legacy Wealth Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $614K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.