Leuthold Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Leuthold Group’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	$6.1M	Sell	123,612 -44,208	-26%	-$2.3M	0.65%	58
2025 Q4	$9.19M	Sell	167,820 -5,391	-3%	-$287K	0.99%	28
2025 Q3	$9.33M	Sell	173,211 -23,235	-12%	-$1.23M	1.02%	29
2025 Q2	$10.3M	Buy	196,446 +3,970	+2%	+$196K	1.23%	16
2025 Q1	$9.59M	Sell	192,476 -50,900	-21%	-$2.55M	1.24%	15
2024 Q4	$11.8M	Sell	243,376 -31,516	-11%	-$1.52M	1.41%	10
2024 Q3	$12.5M	Buy	274,892 +16,126	+6%	+$704K	1.38%	18
2024 Q2	$10.6M	Buy	258,766 +146,993	+132%	+$6.05M	1.23%	19
2024 Q1	$4.71M	Buy	111,773 +59,978	+116%	+$2.37M	0.53%	76
2023 Q4	$1.95M	Buy	51,795 +4,701	+10%	+$163K	0.24%	114
2023 Q3	$1.56M	Buy	+47,094	New	+$1.62M	0.22%	125
2022 Q3	–	Sell	-13,399	Closed	-$421K	–	200
2022 Q2	$421K	Hold	13,399	–	–	0.06%	149
2022 Q1	$513K	Hold	13,399	–	–	0.07%	140
2021 Q4	$523K	Buy	13,399 +2,467	+23%	+$97K	0.06%	139
2021 Q3	$410K	Hold	10,932	–	–	0.05%	144
2021 Q2	$401K	Hold	10,932	–	–	0.05%	143
2021 Q1	$372K	Buy	+10,932	New	+$351K	0.05%	146
2020 Q3	–	Sell	-31,603	Closed	-$731K	–	183
2020 Q2	$731K	Sell	31,603 -817	-3%	-$18.6K	0.11%	109
2020 Q1	$675K	Buy	32,420 +15,149	+88%	+$417K	0.12%	112
2019 Q4	$532K	Buy	17,271 +1,726	+11%	+$50.7K	0.07%	119
2019 Q3	$435K	Buy	15,545 +1,019	+7%	+$28.1K	0.06%	134
2019 Q2	$401K	Buy	+14,526	New	+$393K	0.05%	154
2018 Q4	–	Sell	-807,989	Closed	-$22.3M	–	208
2018 Q3	$22.3M	Sell	807,989 -3,632	-0.4%	-$102K	2.43%	4
2018 Q2	$21.6M	Buy	811,621 +802,617	+8,914%	+$22.1M	2.37%	4
2018 Q1	$248K	Buy	+9,004	New	+$259K	0.03%	182

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leuthold Group's XLF Position: Q1 2026 in Review

Leuthold Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 26% in Q1 2026, selling an estimated $2.3M and leaving 123,612 shares worth $6.1M. The position accounts for 0.65% of the portfolio, ranked #58.

Leuthold Group first reported a position in XLF in Q1 2018 and has held it in 25 quarters since. The position peaked at $22.3M in Q3 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Leuthold Group held 123,612 shares of State Street Financial Select Sector SPDR ETF worth $6.1M as of Q1 2026.
Leuthold Group sold 44,208 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.3M.
State Street Financial Select Sector SPDR ETF made up 0.65% of Leuthold Group's portfolio in Q1 2026, its #58 holding.
Leuthold Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 25 quarters since.
Leuthold Group's State Street Financial Select Sector SPDR ETF position peaked at $22.3M in Q3 2018.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.