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New York Life Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

New York Life Investment 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
Q2 		$6.89M Buy
128,571
+46,667
+57% +$2.43M 0.05% 287
2026
Q1 		$4.04M Buy
81,904
+15,507
+23% +$808K 0.03% 374
2025
Q4 		$3.64M Sell
66,397
-81,018
-55% -$4.32M 0.03% 388
2025
Q3 		$7.94M Sell
147,415
-9,968
-6% -$528K 0.07% 241
2025
Q2 		$8.24M Buy
157,383
+112,121
+248% +$5.55M 0.08% 229
2025
Q1 		$2.25M Sell
45,262
-174,785
-79% -$8.77M 0.02% 512
2024
Q4 		$10.6M Buy
220,047
+39,236
+22% +$1.9M 0.1% 177
2024
Q3 		$8.19M Sell
180,811
-11,003
-6% -$480K 0.08% 234
2024
Q2 		$7.89M Sell
191,814
-674,805
-78% -$27.8M 0.08% 232
2024
Q1 		$36.5M Sell
866,619
-178,272
-17% -$7.04M 0.36% 45
2023
Q4 		$39.3M Buy
1,044,891
+70,644
+7% +$2.45M 0.4% 45
2023
Q3 		$32.3M Sell
974,247
-180,654
-16% -$6.23M 0.35% 52
2023
Q2 		$38.9M Buy
1,154,901
+938,267
+433% +$30.6M 0.4% 42
2023
Q1 		$6.96M Sell
216,634
-104,562
-33% -$3.63M 0.08% 265
2022
Q4 		$11M Sell
321,196
-36,668
-10% -$1.24M 0.13% 176
2022
Q3 		$10.9M Buy
357,864
+98,096
+38% +$3.24M 0.13% 163
2022
Q2 		$8.17M Buy
+259,768
New +$8.98M 0.09% 224
2016
Q3 		– Sell
-62,220
Closed -$1.25M – 55
2016
Q2 		$1.25M Sell
62,220
-80,649
-56% -$1.63M 0.14% 47
2016
Q1 		$2.82M Sell
142,869
-17,217
-11% -$328K 0.42% 38
2015
Q4 		$3.35M Sell
160,086
-364,100
-69% -$7.67M 0.5% 40
2015
Q3 		$10.4M Buy
524,186
+209,022
+66% +$4.43M 0.97% 30
2015
Q2 		$6.75M Hold
315,164
– – 0.76% 39
2015
Q1 		$6.67M Sell
315,164
-232,963
-43% -$4.93M 0.75% 37
2014
Q4 		$11.9M Buy
548,127
+161,699
+42% +$3.39M 1.42% 19
2014
Q3 		$7.86M Buy
386,428
+1,834
+0.5% +$37K 1.29% 23
2014
Q2 		$7.68M Buy
384,594
+71,835
+23% +$1.4M 1.3% 24
2014
Q1 		$6.13M Sell
312,759
-20,037
-6% -$383K 1.3% 30
2013
Q4 		$6.39M Buy
332,796
+231,292
+228% +$4.25M 1.59% 22
2013
Q3 		$1.77M Buy
101,504
+9,737
+11% +$173K 0.55% 42
2013
Q2 		$1.57M Buy
+91,767
New +$1.54M 0.5% 39

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

New York Life Investment Management's XLF Position: Q2 2026 in Review

New York Life Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 57% in Q2 2026, buying an estimated $2.43M and bringing the position to 128,571 shares worth $6.89M. The position accounts for 0.05% of the portfolio, ranked #287.

New York Life Investment Management first reported a position in XLF in Q2 2013 and has held it in 30 quarters since. The position peaked at $39.3M in Q4 2023. 1,487 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • New York Life Investment Management held 128,571 shares of State Street Financial Select Sector SPDR ETF worth $6.89M as of Q2 2026.
  • New York Life Investment Management bought 46,667 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.43M.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of New York Life Investment Management's portfolio in Q2 2026, its #287 holding.
  • New York Life Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 30 quarters since.
  • New York Life Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $39.3M in Q4 2023.
  • 1,487 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.