Leo Wealth LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Leo Wealth LLC’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	$466K	Sell	9,449 -892	-9%	-$46.5K	0.03%	282
2025 Q4	$566K	Buy	10,341 +4,290	+71%	+$229K	0.04%	239
2025 Q3	$326K	Sell	6,051 -5,632	-48%	-$298K	0.04%	223
2025 Q2	$612K	Buy	11,683 +5,644	+93%	+$279K	0.05%	212
2025 Q1	$301K	Sell	6,039 -5,570	-48%	-$279K	0.04%	222
2024 Q4	$561K	Buy	11,609 +1,139	+11%	+$55.1K	0.05%	221
2024 Q3	$474K	Buy	10,470 +5	+0%	+$218	0.04%	232
2024 Q2	$431K	Buy	10,465 +79	+0.8%	+$3.25K	0.04%	234
2024 Q1	$436K	Sell	10,386 -95	-0.9%	-$3.75K	0.04%	231
2023 Q4	$411K	Buy	+10,481	New	+$363K	0.04%	223

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

Leo Wealth LLC's XLF Position: Q1 2026 in Review

Leo Wealth LLC reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.6% in Q1 2026, selling an estimated $46.5K and leaving 9,449 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #282.

Leo Wealth LLC first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $612K in Q2 2025. 1,847 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Leo Wealth LLC held 9,449 shares of State Street Financial Select Sector SPDR ETF worth $466K as of Q1 2026.
Leo Wealth LLC sold 892 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $46.5K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #282 holding.
Leo Wealth LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's State Street Financial Select Sector SPDR ETF position peaked at $612K in Q2 2025.
1,847 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.