Raymond James Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Raymond James Financial’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	$909M	Buy	16,961,225 +786,532	+5%	+$40.9M	0.25%	69
2026 Q1	$799M	Sell	16,174,693 -113,897	-0.7%	-$5.94M	0.25%	69
2025 Q4	$892M	Buy	16,288,590 +2,753,084	+20%	+$147M	0.28%	59
2025 Q3	$729M	Buy	13,535,506 +24,086	+0.2%	+$1.28M	0.23%	75
2025 Q2	$708M	Sell	13,511,420 -2,514,958	-16%	-$124M	0.24%	72
2025 Q1	$798M	Buy	16,026,378 +13,558	+0.1%	+$680K	0.3%	59
2024 Q4	$774M	Buy	+16,012,820	New	+$774M	0.29%	60

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial's XLF Position: Q2 2026 in Review

Raymond James Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.9% in Q2 2026, buying an estimated $40.9M and bringing the position to 16,961,225 shares worth $909M. The position accounts for 0.25% of the portfolio, ranked #69.

Raymond James Financial first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 1,895 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Raymond James Financial held 16,961,225 shares of State Street Financial Select Sector SPDR ETF worth $909M as of Q2 2026.
Raymond James Financial bought 786,532 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $40.9M.
State Street Financial Select Sector SPDR ETF made up 0.25% of Raymond James Financial's portfolio in Q2 2026, its #69 holding.
Raymond James Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,895 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.