Lodestone Wealth Management
XLF icon

Lodestone Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lodestone Wealth Management’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
Q3 		$528K Sell
9,886
-359
-4% -$20.4K 0.18% 115
2026
Q2 		$549K Sell
10,245
-71
-0.7% -$3.69K 0.19% 109
2026
Q1 		$509K Buy
10,316
+38
+0.4% +$1.98K 0.2% 108
2025
Q4 		$563K Buy
10,278
+25
+0.2% +$1.33K 0.23% 95
2025
Q3 		$552K Buy
10,253
+354
+4% +$18.8K 0.25% 95
2025
Q2 		$518K Buy
9,899
+20
+0.2% +$990 0.25% 96
2025
Q1 		$492K Buy
9,879
+200
+2% +$10K 0.26% 94
2024
Q4 		$468K Sell
9,679
-319
-3% -$15.4K 0.23% 97
2024
Q3 		$453K Sell
9,998
-145
-1% -$6.33K 0.23% 95
2024
Q2 		$417K Sell
10,143
-185
-2% -$7.61K 0.22% 106
2024
Q1 		$435K Sell
10,328
-117
-1% -$4.62K 0.23% 102
2023
Q4 		$393K Sell
10,445
-4
-0% -$138 0.23% 104
2023
Q3 		$347K Sell
10,449
-966
-8% -$33.3K 0.24% 92
2023
Q2 		$385K Buy
11,415
+530
+5% +$17.3K 0.26% 92
2023
Q1 		$350K Buy
10,885
+15
+0.1% +$521 0.27% 90
2022
Q4 		$372K Buy
+10,870
New +$368K 0.3% 81

Other funds holding XLF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Lodestone Wealth Management's XLF Position: Q3 2026 in Review

Lodestone Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q3 2026, selling an estimated $20.4K and leaving 9,886 shares worth $528K. The position accounts for 0.18% of the portfolio, ranked #115.

Lodestone Wealth Management first reported a position in XLF in Q4 2022 and has held it in 16 quarters since. The position peaked at $563K in Q4 2025. 1,154 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Lodestone Wealth Management held 9,886 shares of State Street Financial Select Sector SPDR ETF worth $528K as of Q3 2026.
  • Lodestone Wealth Management sold 359 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $20.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.18% of Lodestone Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Lodestone Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $563K in Q4 2025.
  • 1,154 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.