Loomis, Sayles & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Loomis, Sayles & Company’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	–	Sell	-5,962	Closed	-$294K	–	782
2026 Q1	$294K	Buy	5,962 +1,558	+35%	+$81.2K	﹤0.01%	546
2025 Q4	$241K	Sell	4,404 -157	-3%	-$8.37K	﹤0.01%	536
2025 Q3	$246K	Buy	4,561 +3,489	+325%	+$185K	﹤0.01%	510
2025 Q2	$56.1K	Sell	1,072 -1,030	-49%	-$51K	﹤0.01%	605
2025 Q1	$105K	Buy	2,102 +1,030	+96%	+$51.7K	﹤0.01%	566
2024 Q4	$52K	Buy	+1,072	New	+$51.8K	﹤0.01%	660
2019 Q3	–	Sell	-48	Closed	-$1K	–	737
2019 Q2	$1K	Buy	+48	New	+$1.3K	﹤0.01%	562
2019 Q1	–	Sell	-411,415	Closed	-$9.8M	–	892
2018 Q4	$9.8M	Sell	411,415 -35,398	-8%	-$919K	0.02%	324
2018 Q3	$12.3M	Hold	446,813	–	–	0.02%	326
2018 Q2	$11.9M	Hold	446,813	–	–	0.02%	372
2018 Q1	$12.3M	Hold	446,813	–	–	0.03%	378
2017 Q4	$12.5M	Hold	446,813	–	–	0.03%	391
2017 Q3	$11.6M	Hold	446,813	–	–	0.03%	395
2017 Q2	$11M	Buy	+446,813	New	+$10.6M	0.03%	401
2017 Q1	–	Sell	-38,800	Closed	-$902K	–	1052
2016 Q4	$902K	Buy	+38,800	New	+$832K	﹤0.01%	607
2014 Q4	–	Sell	-32,010	Closed	-$671K	–	763
2014 Q3	$651K	Buy	+32,010	New	+$646K	﹤0.01%	594
2014 Q2	–	Sell	-43,800	Closed	-$859K	–	783
2014 Q1	$859K	Buy	43,800 +42,205	+2,646%	+$806K	﹤0.01%	589
2013 Q4	$31K	Buy	+1,595	New	+$29.3K	﹤0.01%	715
2013 Q3	–	Sell	-1,709	Closed	-$29K	–	770
2013 Q2	$29K	Buy	+1,709	New	+$28.7K	﹤0.01%	693

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

Loomis, Sayles & Company's XLF Position: Q2 2026 in Review

Loomis, Sayles & Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 5,962 shares — an estimated $294K sold.

Loomis, Sayles & Company first reported a position in XLF in Q2 2013 and held it in 19 quarters. The position peaked at $12.5M in Q4 2017. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Loomis, Sayles & Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Loomis, Sayles & Company sold 5,962 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $294K.
Loomis, Sayles & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 19 quarters.
Loomis, Sayles & Company's State Street Financial Select Sector SPDR ETF position peaked at $12.5M in Q4 2017.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.