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

Lionsbridge 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 Q1	$2.35M	Sell	47,599 -12,339	-21%	-$643K	2.36%	13
2025 Q4	$3.28M	Sell	59,938 -144	-0.2%	-$7.67K	3.32%	6
2025 Q3	$3.24M	Buy	60,082 +1,067	+2%	+$56.5K	3.19%	9
2025 Q2	$3.09M	Sell	59,015 -1,330	-2%	-$65.8K	3.08%	7
2025 Q1	$3.01M	Sell	60,345 -13,607	-18%	-$683K	2.67%	12
2024 Q4	$3.57M	Sell	73,952 -5,567	-7%	-$269K	3%	9
2024 Q3	$3.6M	Buy	79,519 +16,205	+26%	+$707K	2.85%	9
2024 Q2	$2.6M	Sell	63,314 -572	-0.9%	-$23.5K	2.09%	17
2024 Q1	$2.69M	Sell	63,886 -30,484	-32%	-$1.2M	2.08%	17
2023 Q4	$3.55M	Buy	94,370 +30,580	+48%	+$1.06M	2.84%	13
2023 Q3	$2.12M	Buy	63,790 +671	+1%	+$23.1K	2.01%	22
2023 Q2	$2.13M	Sell	63,119 -2,956	-4%	-$96.5K	1.9%	22
2023 Q1	$2.12M	Sell	66,075 -641	-1%	-$22.3K	1.96%	21
2022 Q4	$2.28M	Buy	66,716 +30,447	+84%	+$1.03M	2.22%	15
2022 Q3	$1.1M	Buy	36,269 +100	+0.3%	+$3.31K	1.58%	19
2022 Q2	$1.14M	Sell	36,169 -2,561	-7%	-$88.5K	1.31%	23
2022 Q1	$1.48M	Sell	38,730 -1,242	-3%	-$48.5K	1.72%	23
2021 Q4	$1.56M	Sell	39,972 -1,272	-3%	-$50K	1.68%	24
2021 Q3	$1.55M	Sell	41,244 -203	-0.5%	-$7.59K	1.67%	20
2021 Q2	$1.52M	Sell	41,447 -1,001	-2%	-$36.6K	1.62%	23
2021 Q1	$1.45M	Buy	+42,448	New	+$1.36M	1.41%	28

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

Lionsbridge Wealth Management's XLF Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q1 2026, selling an estimated $643K and leaving 47,599 shares worth $2.35M. The position accounts for 2.36% of the portfolio, ranked #13.

Lionsbridge Wealth Management first reported a position in XLF in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.6M in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Lionsbridge Wealth Management held 47,599 shares of State Street Financial Select Sector SPDR ETF worth $2.35M as of Q1 2026.
Lionsbridge Wealth Management sold 12,339 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $643K.
State Street Financial Select Sector SPDR ETF made up 2.36% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #13 holding.
Lionsbridge Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Lionsbridge Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.6M in Q3 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.