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

Lighthouse Financial’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	$307K	Sell	6,211 -2,000	-24%	-$104K	0.18%	55
2025 Q4	$450K	Hold	8,211	–	–	0.29%	43
2025 Q3	$442K	Buy	8,211 +400	+5%	+$21.2K	0.29%	48
2025 Q2	$409K	Hold	7,811	–	–	0.31%	48
2025 Q1	$389K	Sell	7,811 -500	-6%	-$25.1K	0.34%	44
2024 Q4	$402K	Buy	+8,311	New	+$402K	0.33%	47

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

Lighthouse Financial's XLF Position: Q1 2026 in Review

Lighthouse Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q1 2026, selling an estimated $104K and leaving 6,211 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #55.

Lighthouse Financial first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $450K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Lighthouse Financial held 6,211 shares of State Street Financial Select Sector SPDR ETF worth $307K as of Q1 2026.
Lighthouse Financial sold 2,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $104K.
State Street Financial Select Sector SPDR ETF made up 0.18% of Lighthouse Financial's portfolio in Q1 2026, its #55 holding.
Lighthouse Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Lighthouse Financial's State Street Financial Select Sector SPDR ETF position peaked at $450K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.