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

Legacy Wealth Management (Idaho)’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	$1.63M	Buy	30,472 +30,422	+60,844%	+$1.58M	0.67%	34
2026 Q1	$2.47K	Sell	50 -83	-62%	-$4.33K	﹤0.01%	739
2025 Q4	$7.29K	Sell	133 -81	-38%	-$4.32K	﹤0.01%	477
2025 Q3	$11.5K	Buy	214 +164	+328%	+$8.69K	0.01%	326
2025 Q2	$2.62K	Sell	50 -862	-95%	-$42.7K	﹤0.01%	470
2025 Q1	$45.4K	Buy	912 +862	+1,724%	+$43.2K	0.03%	148
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 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 Wealth Management (Idaho)'s XLF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 60,844% in Q2 2026, buying an estimated $1.58M and bringing the position to 30,472 shares worth $1.63M. The position accounts for 0.67% of the portfolio, ranked #34.

Legacy Wealth Management (Idaho) first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Legacy Wealth Management (Idaho) held 30,472 shares of State Street Financial Select Sector SPDR ETF worth $1.63M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 30,422 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.58M.
State Street Financial Select Sector SPDR ETF made up 0.67% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #34 holding.
Legacy Wealth Management (Idaho) first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.