Manhattan West Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Manhattan West Asset Management’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 Q1	$766K	Sell	15,513 -2,593	-14%	-$135K	0.15%	90
2025 Q4	$992K	Buy	18,106 +6,837	+61%	+$364K	0.2%	80
2025 Q3	$607K	Sell	11,269 -1,095	-9%	-$58K	0.13%	99
2025 Q2	$648K	Sell	12,364 -2,915	-19%	-$144K	0.15%	89
2025 Q1	$761K	Buy	15,279 +864	+6%	+$43.3K	0.19%	84
2024 Q4	$697K	Buy	14,415 +3,300	+30%	+$160K	0.19%	83
2024 Q3	$504K	Sell	11,115 -841	-7%	-$36.7K	0.13%	106
2024 Q2	$492K	Sell	11,956 -6,247	-34%	-$257K	0.13%	101
2024 Q1	$767K	Sell	18,203 -1,869	-9%	-$73.8K	0.18%	85
2023 Q4	$755K	Sell	20,072 -12,988	-39%	-$450K	0.21%	84
2023 Q3	$1.06M	Buy	33,060 +15,465	+88%	+$533K	0.33%	76
2023 Q2	$593K	Sell	17,595 -133	-0.8%	-$4.34K	0.22%	88
2023 Q1	$570K	Sell	17,728 -19,148	-52%	-$665K	0.25%	82
2022 Q4	$1.26M	Buy	36,876 +23,735	+181%	+$803K	0.64%	43
2022 Q3	$399K	Sell	13,141 -12,757	-49%	-$422K	0.25%	79
2022 Q2	$814K	Buy	+25,898	New	+$895K	0.49%	62

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 $374B AUM 17.66% 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

Manhattan West Asset Management's XLF Position: Q1 2026 in Review

Manhattan West Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q1 2026, selling an estimated $135K and leaving 15,513 shares worth $766K. The position accounts for 0.15% of the portfolio, ranked #90.

Manhattan West Asset Management first reported a position in XLF in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Manhattan West Asset Management held 15,513 shares of State Street Financial Select Sector SPDR ETF worth $766K as of Q1 2026.
Manhattan West Asset Management sold 2,593 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $135K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Manhattan West Asset Management's portfolio in Q1 2026, its #90 holding.
Manhattan West Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
Manhattan West Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.26M in Q4 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.