Lifetime Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lifetime Wealth 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	$290K	Hold	5,409	–	–	0.17%	72
2026 Q1	$267K	Sell	5,409 -369	-6%	-$19.2K	0.15%	76
2025 Q4	$316K	Buy	+5,778	New	+$308K	0.2%	73

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Lifetime Wealth Management's XLF Position: Q2 2026 in Review

Lifetime Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,409 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #72.

Lifetime Wealth Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Lifetime Wealth Management held 5,409 shares of State Street Financial Select Sector SPDR ETF worth $290K as of Q2 2026.
Lifetime Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.17% of Lifetime Wealth Management's portfolio in Q2 2026, its #72 holding.
Lifetime Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Lifetime Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $316K in Q4 2025.
1,884 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.