LGT Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LGT Financial Advisors’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
2025 Q4	–	Sell	-1,332	Closed	-$71.8K	–	386
2025 Q3	$71.8K	Buy	1,332 +20	+2%	+$1.06K	0.15%	104
2025 Q2	$68.7K	Buy	1,312 +303	+30%	+$15K	0.17%	89
2025 Q1	$50.3K	Sell	1,009 -34	-3%	-$1.71K	0.15%	102
2024 Q4	$50.4K	Buy	1,043 +119	+13%	+$5.75K	0.11%	146
2024 Q3	$41.9K	Buy	924 +634	+219%	+$27.7K	0.1%	149
2024 Q2	$11.9K	Sell	290 -1,476	-84%	-$60.7K	0.03%	430
2024 Q1	$74.4K	Hold	1,766	–	–	0.09%	197
2023 Q4	$66.4K	Buy	1,766 +490	+38%	+$17K	0.08%	193
2023 Q3	$42.3K	Sell	1,276 -292	-19%	-$10.1K	0.05%	229
2023 Q2	$52.9K	Buy	+1,568	New	+$51.2K	0.06%	163
2023 Q1	–	Sell	-50	Closed	-$1.7K	–	205
2022 Q4	$1.7K	Buy	+50	New	+$1.69K	﹤0.01%	178

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LGT Financial Advisors's XLF Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 1,332 shares — an estimated $71.8K sold.

LGT Financial Advisors first reported a position in XLF in Q4 2022 and held it in 11 quarters. The position peaked at $74.4K in Q1 2024. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

LGT Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 1,332 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $71.8K.
LGT Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $74.4K in Q1 2024.
1,958 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.