Moody Lynn & Lieberson’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
Q1 | – | Sell |
-7,833
| Closed | -$429K | – | 268 |
|
|
2025
Q4 | $429K | Sell |
7,833
-88,368
| -92% | -$4.71M | 0.02% | 187 |
|
|
2025
Q3 | $5.18M | Buy |
+96,201
| New | +$5.1M | 0.28% | 55 |
|
|
2023
Q1 | – | Sell |
-17,517
| Closed | -$599K | – | 230 |
|
|
2022
Q4 | $599K | Hold |
17,517
| – | – | 0.05% | 142 |
|
|
2022
Q3 | $532K | Hold |
17,517
| – | – | 0.05% | 138 |
|
|
2022
Q2 | $551K | Sell |
17,517
-2,123
| -11% | -$73.4K | 0.05% | 141 |
|
|
2022
Q1 | $753K | Buy |
19,640
+723
| +4% | +$28.3K | 0.06% | 134 |
|
|
2021
Q4 | $739K | Buy |
+18,917
| New | +$744K | 0.05% | 148 |
|
|
2021
Q2 | – | Sell |
-190,467
| Closed | -$6.49M | – | 230 |
|
|
2021
Q1 | $6.49M | Buy |
+190,467
| New | +$6.12M | 0.54% | 52 |
|
|
2020
Q1 | – | Sell |
-87,546
| Closed | -$2.69M | – | 204 |
|
|
2019
Q4 | $2.69M | Sell |
87,546
-257,093
| -75% | -$7.55M | 0.26% | 83 |
|
|
2019
Q3 | $9.65M | Buy |
344,639
+324,841
| +1,641% | +$8.97M | 1.08% | 35 |
|
|
2019
Q2 | $546K | Buy |
19,798
+297
| +2% | +$8.04K | 0.06% | 143 |
|
|
2019
Q1 | $501K | Sell |
19,501
-1,442
| -7% | -$37.2K | 0.06% | 140 |
|
|
2018
Q4 | $499K | Sell |
20,943
-80
| -0.4% | -$2.08K | 0.07% | 132 |
|
|
2018
Q3 | $580K | Sell |
21,023
-285
| -1% | -$7.97K | 0.06% | 144 |
|
|
2018
Q2 | $567K | Hold |
21,308
| – | – | 0.07% | 141 |
|
|
2018
Q1 | $587K | Sell |
21,308
-49
| -0.2% | -$1.41K | 0.07% | 133 |
|
|
2017
Q4 | $633K | Sell |
21,357
-59,199
| -73% | -$1.59M | 0.07% | 135 |
|
|
2017
Q3 | $2.08M | Sell |
80,556
-34,410
| -30% | -$859K | 0.25% | 80 |
|
|
2017
Q2 | $2.84M | Buy |
114,966
+56,809
| +98% | +$1.35M | 0.37% | 59 |
|
|
2017
Q1 | $1.38M | Sell |
58,157
-758
| -1% | -$18.2K | 0.19% | 77 |
|
|
2016
Q4 | $1.37M | Sell |
58,915
-114,220
| -66% | -$2.45M | 0.2% | 84 |
|
|
2016
Q3 | $3.34M | Buy |
+173,135
| New | +$3.57M | 0.56% | 55 |
|
|
2015
Q3 | – | Sell |
-199,068
| Closed | -$4.26M | – | 200 |
|
|
2015
Q2 | $4.26M | Buy |
+199,068
| New | +$4.3M | 0.68% | 52 |
|
|
2015
Q1 | – | Sell |
-191,392
| Closed | -$4.16M | – | 206 |
|
|
2014
Q4 | $4.16M | Sell |
191,392
-17,615
| -8% | -$369K | 0.59% | 60 |
|
|
2014
Q3 | $4.25M | Buy |
+209,007
| New | +$4.22M | 0.63% | 54 |
|
|
2014
Q2 | – | Sell |
-421,364
| Closed | -$8.26M | – | 214 |
|
|
2014
Q1 | $8.26M | Buy |
+421,364
| New | +$8.04M | 1.2% | 27 |
|
|
2013
Q4 | – | Sell |
-22,259
| Closed | -$389K | – | 212 |
|
|
2013
Q3 | $389K | Sell |
22,259
-711,607
| -97% | -$12.6M | 0.06% | 132 |
|
|
2013
Q2 | $12.5M | Buy |
+733,866
| New | +$12.3M | 2.19% | 8 |
|
Other funds holding XLF
Moody Lynn & Lieberson's XLF Position: Q1 2026 in Review
Moody Lynn & Lieberson sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 7,833 shares — an estimated $429K sold.
Moody Lynn & Lieberson first reported a position in XLF in Q2 2013 and held it in 28 quarters. The position peaked at $12.5M in Q2 2013. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Moody Lynn & Lieberson reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Moody Lynn & Lieberson sold 7,833 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $429K.
- Moody Lynn & Lieberson first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 28 quarters.
- Moody Lynn & Lieberson's State Street Financial Select Sector SPDR ETF position peaked at $12.5M in Q2 2013.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.