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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-169,500
Closed -$5.77M 927
2021
Q1
$5.77M Buy
+169,500
New +$5.44M 0.01% 418

Other funds holding XLF

Loomis, Sayles & Company's XLF Position: Q1 2026 in Review

Loomis, Sayles & Company increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 35% in Q1 2026, buying an estimated $81.2K and bringing the position to 5,962 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Loomis, Sayles & Company first reported a position in XLF in Q2 2013 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2017. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Loomis, Sayles & Company held 5,962 shares of State Street Financial Select Sector SPDR ETF worth $294K as of Q1 2026.
  • Loomis, Sayles & Company bought 1,558 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $81.2K.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #546 holding.
  • Loomis, Sayles & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 19 quarters since.
  • Loomis, Sayles & Company's State Street Financial Select Sector SPDR ETF position peaked at $12.5M in Q4 2017.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.