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

Lindbrook Capital’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 Q1	$2.85M	Buy	57,299 +39,151	+216%	+$1.96M	0.26%	57
2024 Q4	$877K	Buy	18,148 +538	+3%	+$26K	0.08%	149
2024 Q3	$798K	Buy	17,610 +4,902	+39%	+$214K	0.07%	162
2024 Q2	$522K	Sell	12,708 -250	-2%	-$10.3K	0.05%	201
2024 Q1	$546K	Sell	12,958 -313	-2%	-$12.4K	0.05%	204
2023 Q4	$499K	Sell	13,271 -10,484	-44%	-$363K	0.05%	202
2023 Q3	$788K	Sell	23,755 -6,705	-22%	-$231K	0.09%	130
2023 Q2	$1.03M	Buy	30,460 +25,159	+475%	+$821K	0.11%	111
2023 Q1	$170K	Buy	5,301 +2,258	+74%	+$78.5K	0.02%	351
2022 Q4	$104K	Sell	3,043 -673	-18%	-$22.8K	0.01%	469
2022 Q3	$113K	Sell	3,716 -9,836	-73%	-$325K	0.02%	401
2022 Q2	$426K	Buy	13,552 +7,266	+116%	+$251K	0.07%	171
2022 Q1	$241K	Sell	6,286 -8,507	-58%	-$333K	0.04%	252
2021 Q4	$578K	Buy	14,793 +9,793	+196%	+$385K	0.09%	143
2021 Q3	$188K	Hold	5,000	–	–	0.05%	158
2021 Q2	$183K	Sell	5,000 -1,000	-17%	-$36.6K	0.04%	184
2021 Q1	$204K	Buy	6,000 +5,530	+1,177%	+$178K	0.05%	152
2020 Q4	$14K	Sell	470 -192	-29%	-$5.14K	﹤0.01%	793
2020 Q3	$16K	Sell	662 -273	-29%	-$6.64K	﹤0.01%	697
2020 Q2	$22K	Buy	+935	New	+$21.2K	0.01%	579
2019 Q3	–	Sell	-1,500	Closed	-$41K	–	1548
2019 Q2	$41K	Sell	1,500 -3,000	-67%	-$81.2K	0.02%	479
2019 Q1	$115K	Hold	4,500	–	–	0.05%	205
2018 Q4	$107K	Buy	+4,500	New	+$117K	0.05%	189

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lindbrook Capital's XLF Position: Q1 2025 in Review

Lindbrook Capital increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 216% in Q1 2025, buying an estimated $1.96M and bringing the position to 57,299 shares worth $2.85M. The position accounts for 0.26% of the portfolio, ranked #57.

Lindbrook Capital first reported a position in XLF in Q4 2018 and has held it in 23 quarters since. 1,793 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Lindbrook Capital held 57,299 shares of State Street Financial Select Sector SPDR ETF worth $2.85M as of Q1 2025.
Lindbrook Capital bought 39,151 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $1.96M.
State Street Financial Select Sector SPDR ETF made up 0.26% of Lindbrook Capital's portfolio in Q1 2025, its #57 holding.
Lindbrook Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
1,793 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.