Lewis Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lewis Asset Management’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 Q2	$388K	Buy	7,228 +101	+1%	+$5.25K	0.14%	152
2026 Q1	$352K	Buy	7,127 +590	+9%	+$30.7K	0.14%	148
2025 Q4	$358K	Buy	6,537 +186	+3%	+$9.91K	0.15%	137
2025 Q3	$342K	Buy	6,351 +2,071	+48%	+$110K	0.14%	138
2025 Q2	$224K	Buy	+4,280	New	+$212K	0.11%	167

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lewis Asset Management's XLF Position: Q2 2026 in Review

Lewis Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q2 2026, buying an estimated $5.25K and bringing the position to 7,228 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #152.

Lewis Asset Management first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. 910 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Lewis Asset Management held 7,228 shares of State Street Financial Select Sector SPDR ETF worth $388K as of Q2 2026.
Lewis Asset Management bought 101 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.25K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Lewis Asset Management's portfolio in Q2 2026, its #152 holding.
Lewis Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
910 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.