Lloyd Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lloyd Advisory Services’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	$284K	Buy	+5,753	New	+$300K	0.08%	120
2025 Q4	–	Hold	0	–	–	–	553
2022 Q2	–	Sell	-1,637	Closed	-$63K	–	574
2022 Q1	$63K	Buy	1,637 +727	+80%	+$28.4K	0.03%	208
2021 Q4	$36K	Buy	910 +1	+0.1%	+$39	0.02%	243
2021 Q3	$34K	Sell	909 -59	-6%	-$2.21K	0.02%	198
2021 Q2	$36K	Buy	968 +234	+32%	+$8.56K	0.02%	192
2021 Q1	$25K	Hold	734	–	–	0.01%	198
2020 Q4	$22K	Hold	734	–	–	0.01%	173
2020 Q3	$18K	Buy	734 +707	+2,619%	+$17.2K	0.01%	163
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	306
2020 Q1	$1K	Sell	27 -96	-78%	-$2.64K	﹤0.01%	259
2019 Q4	$4K	Buy	+123	New	+$3.61K	﹤0.01%	265

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

Lloyd Advisory Services's XLF Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 5,753 shares worth $284K. The stake represents 0.08% of the portfolio and ranks #120 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in XLF as recently as Q1 2022.

Lloyd Advisory Services first reported a position in XLF in Q4 2019 and has held it in 11 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Lloyd Advisory Services held 5,753 shares of State Street Financial Select Sector SPDR ETF worth $284K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Lloyd Advisory Services position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.08% of Lloyd Advisory Services's portfolio in Q1 2026, its #120 holding.
Lloyd Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.