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

LJI 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	$1.77M	Buy	33,006 +500	+2%	+$26K	0.25%	43
2026 Q1	$1.6M	Buy	32,506 +441	+1%	+$23K	0.26%	41
2025 Q4	$1.76M	Sell	32,065 -46	-0.1%	-$2.45K	0.27%	46
2025 Q3	$1.73M	Sell	32,111 -1,404	-4%	-$74.4K	0.3%	34
2025 Q2	$1.76M	Buy	33,515 +100	+0.3%	+$4.95K	0.31%	38
2025 Q1	$1.66M	Buy	33,415 +160	+0.5%	+$8.03K	0.33%	38
2024 Q4	$1.61M	Sell	33,255 -1,275	-4%	-$61.6K	0.32%	37
2024 Q3	$1.56M	Hold	34,530	–	–	0.32%	37
2024 Q2	$1.42M	Buy	+34,530	New	+$1.42M	0.31%	40
2024 Q1	–	Sell	-35,394	Closed	-$1.33M	–	182
2023 Q4	$1.33M	Sell	35,394 -1,336	-4%	-$46.3K	0.34%	36
2023 Q3	$1.22M	Sell	36,730 -1,200	-3%	-$41.4K	0.35%	36
2023 Q2	$1.28M	Buy	37,930 +655	+2%	+$21.4K	0.37%	34
2023 Q1	$1.2M	Buy	37,275 +2,580	+7%	+$89.7K	0.38%	33
2022 Q4	$1.19M	Buy	+34,695	New	+$1.17M	0.42%	33

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

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

LJI Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q2 2026, buying an estimated $26K and bringing the position to 33,006 shares worth $1.77M. The position accounts for 0.25% of the portfolio, ranked #43.

LJI Wealth Management first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

LJI Wealth Management held 33,006 shares of State Street Financial Select Sector SPDR ETF worth $1.77M as of Q2 2026.
LJI Wealth Management bought 500 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $26K.
State Street Financial Select Sector SPDR ETF made up 0.25% of LJI Wealth Management's portfolio in Q2 2026, its #43 holding.
LJI Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.