Logan Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Logan Capital 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
2025 Q2	–	Hold	0	–	–	–	489
2025 Q1	–	Hold	0	–	–	–	572
2021 Q2	–	Sell	-13	Closed	–	–	548
2021 Q1	$0	Buy	+13	New	+$418	﹤0.01%	503

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Logan Capital Management's XLF Position: Q2 2025 in Review

Logan Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2025 at 0 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Logan Capital Management first reported a position in XLF in Q1 2021 and has held it in 1 quarter since. The position peaked at $0 in Q1 2021. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Logan Capital Management held 0 shares of State Street Financial Select Sector SPDR ETF worth $16 as of Q2 2025.
Logan Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2025, its #489 holding.
Logan Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 1 quarter since.
Logan Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $0 in Q1 2021.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Logan Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.