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LM Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LM Advisors’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 		$40.1K Buy
1,982
+64
+3% +$3.33K 0.63% 44
2025
Q4 		$35K Sell
1,918
-33,602
-95% -$1.79M 0.63% 46
2025
Q3 		$1.91M Buy
35,520
+1,587
+5% +$84.1K 0.28% 62
2025
Q2 		$1.78M Sell
33,933
-1,200
-3% -$59.4K 0.23% 57
2025
Q1 		$1.75M Buy
35,133
+3,297
+10% +$165K 0.32% 59
2024
Q4 		$1.54M Buy
31,836
+3,741
+13% +$181K 0.28% 66
2024
Q3 		$1.27M Sell
28,095
-1,250
-4% -$54.5K 0.26% 69
2024
Q2 		$1.21M Sell
29,345
-82,290
-74% -$3.39M ﹤0.01% 86
2024
Q1 		$4.7M Buy
111,635
+82,740
+286% +$3.27M 0.75% 23
2023
Q4 		$1.09M Buy
+28,895
New +$1M 0.22% 75

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return