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 Q2	–	Sell	-5,753	Closed	-$284K	–	1024
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 $1.81T 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 22.9% 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

Lloyd Advisory Services's XLF Position: Q2 2026 in Review

Lloyd Advisory Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 5,753 shares — an estimated $284K sold.

Lloyd Advisory Services first reported a position in XLF in Q4 2019 and held it in 11 quarters. The position peaked at $284K in Q1 2026. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Lloyd Advisory Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 5,753 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $284K.
Lloyd Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Lloyd Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $284K in Q1 2026.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.