Levin Capital Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Levin Capital Strategies’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	$444K	Sell	9,000 -1,000	-10%	-$52.1K	0.03%	153
2025 Q4	$548K	Hold	10,000	–	–	0.05%	121
2025 Q3	$539K	Hold	10,000	–	–	0.05%	124
2025 Q2	$524K	Hold	10,000	–	–	0.05%	121
2025 Q1	$498K	Hold	10,000	–	–	0.05%	111
2024 Q4	$483K	Hold	10,000	–	–	0.05%	129
2024 Q3	$453K	Hold	10,000	–	–	0.04%	132
2024 Q2	$411K	Hold	10,000	–	–	0.04%	135
2024 Q1	$421K	Hold	10,000	–	–	0.04%	145
2023 Q4	$376K	Hold	10,000	–	–	0.04%	173
2023 Q3	$332K	Hold	10,000	–	–	0.04%	175
2023 Q2	$337K	Sell	10,000 -4,700	-32%	-$153K	0.04%	163
2023 Q1	$473K	Hold	14,700	–	–	0.06%	124
2022 Q4	$503K	Hold	14,700	–	–	0.07%	121
2022 Q3	$446K	Hold	14,700	–	–	0.06%	124
2022 Q2	$462K	Hold	14,700	–	–	0.05%	141
2022 Q1	$563K	Hold	14,700	–	–	0.05%	144
2021 Q4	$574K	Hold	14,700	–	–	0.05%	140
2021 Q3	$552K	Hold	14,700	–	–	0.06%	155
2021 Q2	$540K	Hold	14,700	–	–	0.06%	153
2021 Q1	$501K	Buy	14,700 +2,000	+16%	+$64.2K	0.05%	143
2020 Q4	$374K	Sell	12,700 -11,300	-47%	-$302K	0.04%	184
2020 Q3	$578K	Buy	24,000 +15,000	+167%	+$365K	0.08%	127
2020 Q2	$208K	Buy	+9,000	New	+$204K	0.03%	159
2020 Q1	–	Sell	-9,000	Closed	-$277K	–	220
2019 Q4	$277K	Hold	9,000	–	–	0.03%	162
2019 Q3	$252K	Hold	9,000	–	–	0.03%	158
2019 Q2	$248K	Hold	9,000	–	–	0.02%	164
2019 Q1	$231K	Hold	9,000	–	–	0.03%	162
2018 Q4	$214K	Hold	9,000	–	–	﹤0.01%	218
2018 Q3	$248K	Hold	9,000	–	–	﹤0.01%	228
2018 Q2	$239K	Hold	9,000	–	–	﹤0.01%	242
2018 Q1	$248K	Buy	+9,000	New	+$259K	﹤0.01%	255
2017 Q2	–	Sell	-10,775	Closed	-$256K	–	340
2017 Q1	$256K	Buy	+10,775	New	+$258K	﹤0.01%	250

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

Levin Capital Strategies's XLF Position: Q1 2026 in Review

Levin Capital Strategies reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q1 2026, selling an estimated $52.1K and leaving 9,000 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #153.

Levin Capital Strategies first reported a position in XLF in Q1 2017 and has held it in 33 quarters since. The position peaked at $578K in Q3 2020. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Levin Capital Strategies held 9,000 shares of State Street Financial Select Sector SPDR ETF worth $444K as of Q1 2026.
Levin Capital Strategies sold 1,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $52.1K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Levin Capital Strategies's portfolio in Q1 2026, its #153 holding.
Levin Capital Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 33 quarters since.
Levin Capital Strategies's State Street Financial Select Sector SPDR ETF position peaked at $578K in Q3 2020.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.