Lugano Financial Advisors SA (LFA)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$391K	Hold	7,300	–	–	0.24%	50
2026 Q1	$360K	Hold	7,300	–	–	0.18%	52
2025 Q4	$400K	Hold	7,300	–	–	0.21%	51
2025 Q3	$393K	Hold	7,300	–	–	0.21%	50
2025 Q2	$382K	Hold	7,300	–	–	0.23%	50
2025 Q1	$364K	Hold	7,300	–	–	0.25%	48
2024 Q4	$353K	Hold	7,300	–	–	0.23%	53
2024 Q3	$331K	Hold	7,300	–	–	0.22%	51
2024 Q2	$300K	Hold	7,300	–	–	0.23%	48
2024 Q1	$307K	Hold	7,300	–	–	0.22%	52
2023 Q4	$274K	Buy	+7,300	New	+$253K	0.22%	51
2023 Q3	–	Sell	-7,300	Closed	-$246K	–	215
2023 Q2	$246K	Buy	+7,300	New	+$238K	0.16%	66
2023 Q1	–	Sell	-76,736	Closed	-$2.62M	–	119
2022 Q4	$2.62M	Sell	76,736 -8,618	-10%	-$291K	1.95%	19
2022 Q3	$2.59M	Buy	85,354 +4,222	+5%	+$140K	2.03%	18
2022 Q2	$2.55M	Buy	81,132 +6,360	+9%	+$220K	1.78%	21
2022 Q1	$2.87M	Buy	74,772 +26,025	+53%	+$1.02M	1.92%	19
2021 Q4	$1.9M	Sell	48,747 -594	-1%	-$23.3K	1.1%	28
2021 Q3	$1.85M	Buy	49,341 +486	+1%	+$18.2K	1.22%	27
2021 Q2	$1.79M	Buy	48,855 +8,962	+22%	+$328K	1.13%	27
2021 Q1	$1.36M	Sell	39,893 -2,644	-6%	-$84.9K	0.95%	27
2020 Q4	$1.25M	Buy	42,537 +804	+2%	+$21.5K	0.97%	26
2020 Q3	$1.05M	Buy	41,733 +10,911	+35%	+$265K	0.97%	26
2020 Q2	$734K	Sell	30,822 -2,344	-7%	-$53.2K	0.78%	27
2020 Q1	$994K	Sell	33,166 -11,373	-26%	-$313K	0.89%	26
2019 Q4	$1.37M	Buy	+44,539	New	+$1.31M	1%	16
2019 Q2	$1.49M	Buy	53,797 +5,251	+11%	+$142K	0.92%	17
2019 Q1	$1.25M	Sell	48,546 -52,105	-52%	-$1.34M	0.75%	19
2018 Q4	$2.77M	Hold	100,651	–	–	1.93%	12
2018 Q3	$2.77M	Buy	100,651 +8,888	+10%	+$249K	1.93%	12
2018 Q2	$2.42M	Buy	+91,763	New	+$2.53M	2.32%	14

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

Lugano Financial Advisors SA (LFA)'s XLF Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 7,300 shares worth $391K. The position accounts for 0.24% of the portfolio, ranked #50.

Lugano Financial Advisors SA (LFA) first reported a position in XLF in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.87M in Q1 2022. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 7,300 shares of State Street Financial Select Sector SPDR ETF worth $391K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.24% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #50 holding.
Lugano Financial Advisors SA (LFA) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 30 quarters since.
Lugano Financial Advisors SA (LFA)'s State Street Financial Select Sector SPDR ETF position peaked at $2.87M in Q1 2022.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.