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 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

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 22.96% 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 Wealth Asset Management's XLF Position: Q2 2026 in Review

Legacy Wealth Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 11,196 shares worth $600K. The position accounts for 0.13% of the portfolio, ranked #234.

Legacy Wealth Asset Management first reported a position in XLF in Q3 2021 and has held it in 20 quarters since. The position peaked at $614K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Legacy Wealth Asset Management held 11,196 shares of State Street Financial Select Sector SPDR ETF worth $600K as of Q2 2026.
Legacy Wealth Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #234 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 20 quarters since.
Legacy Wealth Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $614K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.