Lincoln National Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-108,856	Closed	-$4.59M	–	1149
2024 Q1	$4.59M	Sell	108,856 -6,287	-5%	-$248K	0.07%	168
2023 Q4	$4.33M	Buy	115,143 +19,660	+21%	+$681K	0.08%	155
2023 Q3	$3.17M	Buy	95,483 +2,376	+3%	+$81.9K	0.06%	181
2023 Q2	$3.14M	Buy	93,107 +2,446	+3%	+$79.8K	0.06%	181
2023 Q1	$2.91M	Sell	90,661 -18,895	-17%	-$657K	0.06%	181
2022 Q4	$3.75M	Sell	109,556 -19,462	-15%	-$658K	0.08%	141
2022 Q3	$3.92M	Sell	129,018 -600	-0.5%	-$19.8K	0.1%	126
2022 Q2	$4.08M	Buy	129,618 +7,969	+7%	+$275K	0.1%	117
2022 Q1	$4.66M	Sell	121,649 -936	-0.8%	-$36.6K	0.1%	117
2021 Q4	$4.79M	Buy	122,585 +20,422	+20%	+$803K	0.1%	111
2021 Q3	$3.83M	Buy	102,163 +7,590	+8%	+$284K	0.08%	120
2021 Q2	$3.47M	Buy	94,573 +26,123	+38%	+$956K	0.07%	142
2021 Q1	$2.33M	Buy	68,450 +17,065	+33%	+$548K	0.06%	178
2020 Q4	$1.51M	Buy	51,385 +13,656	+36%	+$365K	0.04%	213
2020 Q3	$908K	Sell	37,729 -6,392	-14%	-$155K	0.03%	271
2020 Q2	$1.02M	Sell	44,121 -4,816	-10%	-$109K	0.03%	244
2020 Q1	$1.02M	Sell	48,937 -24,997	-34%	-$688K	0.04%	203
2019 Q4	$2.28M	Buy	73,934 +9,014	+14%	+$265K	0.07%	142
2019 Q3	$1.82M	Buy	64,920 +5,736	+10%	+$158K	0.07%	140
2019 Q2	$1.63M	Buy	59,184 +15,258	+35%	+$413K	0.06%	139
2019 Q1	$1.13M	Buy	43,926 +3,573	+9%	+$92.2K	0.05%	184
2018 Q4	$962K	Buy	40,353 +7,601	+23%	+$197K	0.04%	183
2018 Q3	$903K	Buy	32,752 +5,228	+19%	+$146K	0.03%	189
2018 Q2	$732K	Buy	27,524 +1,815	+7%	+$50.1K	0.03%	210
2018 Q1	$709K	Sell	25,709 -16,635	-39%	-$479K	0.03%	213
2017 Q4	$1.18M	Buy	42,344 +25,078	+145%	+$675K	0.04%	214
2017 Q3	$446K	Buy	17,266 +2,134	+14%	+$53.2K	0.02%	236
2017 Q2	$373K	Sell	15,132 -12,551	-45%	-$298K	0.02%	230
2017 Q1	$657K	Buy	+27,683	New	+$663K	0.03%	159
2016 Q1	–	Sell	-22,363	Closed	-$434K	–	255
2015 Q4	$434K	Buy	+22,363	New	+$471K	0.03%	126

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lincoln National Corp's XLF Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 108,856 shares — an estimated $4.59M sold.

Lincoln National Corp first reported a position in XLF in Q4 2015 and held it in 30 quarters. The position peaked at $4.79M in Q4 2021. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Lincoln National Corp reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 108,856 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $4.59M.
Lincoln National Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and held it in 30 quarters.
Lincoln National Corp's State Street Financial Select Sector SPDR ETF position peaked at $4.79M in Q4 2021.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.