Luther King Capital Management (LKCM)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	550
2026 Q1	–	Hold	0	–	–	–	576
2025 Q4	–	Hold	0	–	–	–	527
2025 Q3	–	Hold	0	–	–	–	556
2025 Q2	–	Hold	0	–	–	–	547
2025 Q1	–	Hold	0	–	–	–	544
2018 Q2	–	Sell	-10,524	Closed	-$290K	–	531
2018 Q1	$290K	Buy	+10,524	New	+$303K	﹤0.01%	467
2016 Q1	–	Sell	-14,409	Closed	-$301K	–	533
2015 Q4	$301K	Buy	+14,409	New	+$303K	﹤0.01%	464

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

Luther King Capital Management (LKCM)'s XLF Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 0 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Luther King Capital Management (LKCM) first reported a position in XLF in Q4 2015 and has held it in 2 quarters since. The position peaked at $301K in Q4 2015. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of State Street Financial Select Sector SPDR ETF worth $300K as of Q2 2026.
Luther King Capital Management (LKCM) left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #550 holding.
Luther King Capital Management (LKCM) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 2 quarters since.
Luther King Capital Management (LKCM)'s State Street Financial Select Sector SPDR ETF position peaked at $301K in Q4 2015.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.