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

Lionshead 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	$283K	Hold	5,724	–	–	0.21%	79
2025 Q4	$314K	Hold	5,724	–	–	0.24%	80
2025 Q3	$308K	Hold	5,724	–	–	0.24%	76
2025 Q2	$300K	Hold	5,724	–	–	0.28%	73
2025 Q1	$285K	Sell	5,724 -5,724	-50%	-$287K	0.3%	70
2024 Q4	$553K	Buy	+11,448	New	+$554K	0.4%	53

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

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

Lionshead Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 5,724 shares worth $283K. The position accounts for 0.21% of the portfolio, ranked #79.

Lionshead Wealth Management first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $553K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Lionshead Wealth Management held 5,724 shares of State Street Financial Select Sector SPDR ETF worth $283K as of Q1 2026.
Lionshead Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.21% of Lionshead Wealth Management's portfolio in Q1 2026, its #79 holding.
Lionshead Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $553K in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.