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

LightSquare 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	$5.35M	Sell	99,827 -7,262	-7%	-$377K	3.69%	5
2026 Q1	$5.29M	Buy	+107,089	New	+$5.58M	3.96%	5

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

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

LightSquare Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.8% in Q2 2026, selling an estimated $377K and leaving 99,827 shares worth $5.35M. The position accounts for 3.69% of the portfolio, ranked #5.

LightSquare Wealth Management first reported a position in XLF in Q1 2026 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

LightSquare Wealth Management held 99,827 shares of State Street Financial Select Sector SPDR ETF worth $5.35M as of Q2 2026.
LightSquare Wealth Management sold 7,262 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $377K.
State Street Financial Select Sector SPDR ETF made up 3.69% of LightSquare Wealth Management's portfolio in Q2 2026, its #5 holding.
LightSquare Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,884 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.