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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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XLF Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 62% in Q1 2026, selling an estimated $4.33K and leaving 50 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Legacy Wealth Management (Idaho) first reported a position in XLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $45.4K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 50 shares of State Street Financial Select Sector SPDR ETF worth $2.47K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 83 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.33K.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #739 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 7 quarters since.
  • Legacy Wealth Management (Idaho)'s State Street Financial Select Sector SPDR ETF position peaked at $45.4K in Q1 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.