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
2018 Q4	–	Sell	-423,100	Closed	-$11.7M	–	951
2018 Q3	$11.7M	Buy	+423,100	New	+$11.8M	0.02%	340
2018 Q1	–	Sell	-649,200	Closed	-$18.1M	–	932
2017 Q4	$18.1M	Sell	649,200 -1,405,400	-68%	-$37.8M	0.04%	292
2017 Q3	$53.1M	Buy	+2,054,600	New	+$51.3M	0.12%	91
2015 Q1	–	Sell	-14,467	Closed	-$314K	–	773
2014 Q4	$314K	Buy	+14,467	New	+$303K	﹤0.01%	625
2013 Q3	–	Sell	-4,546,787	Closed	-$77.6K	–	771
2013 Q2	$77.6K	Buy	+4,546,787	New	+$76.2M	0.28%	78

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 $424B AUM 22.94% 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

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.