LMR Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LMR Partners’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
2025 Q2	–	Sell	-1,135,000	Closed	-$56.5M	–	1684
2025 Q1	$56.5M	Buy	+1,135,000	New	+$56.9M	0.53%	29
2024 Q1	–	Sell	-685,300	Closed	-$25.8M	–	1337
2023 Q4	$25.8M	Hold	685,300	–	–	0.29%	78
2023 Q3	$22.7M	Hold	685,300	–	–	0.26%	93
2023 Q2	$23.1M	Buy	+685,300	New	+$22.4M	0.26%	92
2022 Q2	–	Sell	-1,790,400	Closed	-$68.6M	–	1489
2022 Q1	$68.6M	Sell	1,790,400 -267,000	-13%	-$10.4M	0.8%	14
2021 Q4	$80.3M	Buy	+2,057,400	New	+$80.9M	0.82%	18

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

LMR Partners's XLF Position: Q2 2026 in Review

LMR Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 15,000 shares — an estimated $741K sold.

LMR Partners first reported a position in XLF in Q3 2024 and held it in 5 quarters. The position peaked at $9.2M in Q1 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

LMR Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 15,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $741K.
LMR Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
LMR Partners's State Street Financial Select Sector SPDR ETF position peaked at $9.2M in Q1 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.