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 $1.56T 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

LMR Partners's XLF Position: Q1 2026 in Review

LMR Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 15,000 shares worth $741K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings. This is a return to the name: LMR Partners previously reported a position in XLF as recently as Q2 2025.

LMR Partners first reported a position in XLF in Q3 2024 and has held it in 5 quarters since. The position peaked at $9.2M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

LMR Partners held 15,000 shares of State Street Financial Select Sector SPDR ETF worth $741K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new LMR Partners position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1027 holding.
LMR Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
LMR Partners's State Street Financial Select Sector SPDR ETF position peaked at $9.2M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.