Leigh Baldwin & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Leigh Baldwin & Co’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	–	Sell	-3,999	Closed	-$219K	–	176
2025 Q4	$219K	Sell	3,999 -250	-6%	-$13.3K	0.14%	146
2025 Q3	$229K	Sell	4,249 -100	-2%	-$5.3K	0.13%	180
2025 Q2	$228K	Hold	4,349	–	–	0.15%	168
2025 Q1	$217K	Buy	+4,349	New	+$218K	0.17%	155

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Leigh Baldwin & Co's XLF Position: Q1 2026 in Review

Leigh Baldwin & Co sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,999 shares — an estimated $219K sold.

Leigh Baldwin & Co first reported a position in XLF in Q1 2025 and held it in 4 quarters. The position peaked at $229K in Q3 2025. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Leigh Baldwin & Co reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Leigh Baldwin & Co sold 3,999 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $219K.
Leigh Baldwin & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
Leigh Baldwin & Co's State Street Financial Select Sector SPDR ETF position peaked at $229K in Q3 2025.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.