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 Q2	$3.74M	Buy	69,791 +67,809	+3,421%	+$3.52M	0.43%	44
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	0.21%	73
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 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

LM Advisors's XLF Position: Q2 2026 in Review

LM Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3,421% in Q2 2026, buying an estimated $3.52M and bringing the position to 69,791 shares worth $3.74M. The position accounts for 0.43% of the portfolio, ranked #44.

LM Advisors first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.7M in Q1 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

LM Advisors held 69,791 shares of State Street Financial Select Sector SPDR ETF worth $3.74M as of Q2 2026.
LM Advisors bought 67,809 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.52M.
State Street Financial Select Sector SPDR ETF made up 0.43% of LM Advisors's portfolio in Q2 2026, its #44 holding.
LM Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.7M in Q1 2024.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.