Lumbard & Kellner’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
2026
Q2
$5.31M Buy
98,982
+298
+0.3% +$15.5K 1.61% 23
2026
Q1
$4.87M Buy
+98,684
New +$5.14M 1.69% 23

Other funds holding XLF

Lumbard & Kellner's XLF Position: Q2 2026 in Review

Lumbard & Kellner increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 98,982 shares worth $5.31M. The position accounts for 1.61% of the portfolio, ranked #23.

Lumbard & Kellner first reported a position in XLF in Q1 2026 and has held it in 2 quarters since. 1,624 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Lumbard & Kellner held 98,982 shares of State Street Financial Select Sector SPDR ETF worth $5.31M as of Q2 2026.
  • Lumbard & Kellner bought 298 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.5K.
  • State Street Financial Select Sector SPDR ETF made up 1.61% of Lumbard & Kellner's portfolio in Q2 2026, its #23 holding.
  • Lumbard & Kellner first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,624 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.