Salomon & Ludwin’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Salomon & Ludwin’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 Q3	$15.1M	Buy	281,976 +2,006	+0.7%	+$114K	1.25%	24
2026 Q2	$15.4M	Sell	279,970 -2,145	-0.8%	-$111K	1.27%	24
2026 Q1	$13.9M	Buy	282,115 +8,402	+3%	+$438K	1.24%	26
2025 Q4	$15.4M	Sell	273,713 -2,380	-0.9%	-$127K	1.36%	22
2025 Q3	$14.8M	Buy	276,093 +17,750	+7%	+$940K	1.33%	22
2025 Q2	$13.6M	Buy	258,343 +8,573	+3%	+$424K	1.34%	21
2025 Q1	$12.4M	Buy	249,770 +10,493	+4%	+$526K	1.33%	24
2024 Q4	$11.6M	Sell	239,277 -17,570	-7%	-$850K	1.23%	25
2024 Q3	$11.7M	Sell	256,847 -25,805	-9%	-$1.13M	1.19%	25
2024 Q2	$11.6M	Sell	282,652 -137,045	-33%	-$5.64M	1.3%	23
2024 Q1	$17.8M	Buy	419,697 +1,791	+0.4%	+$70.7K	1.53%	22
2023 Q4	$13.9M	Hold	417,906	–	–	1.45%	24
2023 Q3	$13.9M	Buy	417,906 +10,379	+3%	+$358K	1.45%	24
2023 Q2	$13.7M	Buy	407,527 +25,643	+7%	+$837K	1.46%	21
2023 Q1	$12.3M	Buy	381,884 +16,818	+5%	+$584K	1.46%	21
2022 Q4	$12.5M	Sell	365,066 -16,097	-4%	-$544K	1.58%	21
2022 Q3	$11.6M	Buy	381,163 +38,320	+11%	+$1.27M	1.73%	16
2022 Q2	$10.8M	Buy	342,843 +31,164	+10%	+$1.08M	1.67%	21
2022 Q1	$11.9M	Buy	311,679 +6,760	+2%	+$264K	1.73%	19
2021 Q4	$11.9M	Buy	304,919 +10,816	+4%	+$425K	1.69%	20
2021 Q3	$11M	Buy	294,103 +11,793	+4%	+$441K	1.72%	19
2021 Q2	$10.4M	Buy	282,310 +10,703	+4%	+$392K	1.63%	21
2021 Q1	$9.25M	Sell	271,607 -4,250	-2%	-$137K	1.57%	21
2020 Q4	$8.13M	Sell	275,857 -22,966	-8%	-$614K	1.51%	22
2020 Q3	$7.19M	Sell	298,823 -14,578	-5%	-$355K	1.5%	21
2020 Q2	$7.25M	Sell	313,401 -9,632	-3%	-$219K	1.56%	22
2020 Q1	$6.73M	Sell	323,033 -197,124	-38%	-$5.43M	1.73%	19
2019 Q4	$16M	Sell	520,157 -39,037	-7%	-$1.15M	3.18%	12
2019 Q3	$15.7M	Sell	559,194 -4,334	-0.8%	-$120K	3.17%	12
2019 Q2	$15.6M	Sell	563,528 -15,896	-3%	-$431K	3.14%	12
2019 Q1	$14.9M	Sell	579,424 -27,073	-4%	-$699K	3.07%	12
2018 Q4	$14.4M	Buy	+606,497	New	+$15.8M	3.34%	12

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Salomon & Ludwin's XLF Position: Q3 2026 in Review

Salomon & Ludwin increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.72% in Q3 2026, buying an estimated $114K and bringing the position to 281,976 shares worth $15.1M. The position accounts for 1.25% of the portfolio, ranked #24.

Salomon & Ludwin first reported a position in XLF in Q4 2018 and has held it in 32 quarters since. The position peaked at $17.8M in Q1 2024. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Salomon & Ludwin held 281,976 shares of State Street Financial Select Sector SPDR ETF worth $15.1M as of Q3 2026.
Salomon & Ludwin bought 2,006 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $114K.
State Street Financial Select Sector SPDR ETF made up 1.25% of Salomon & Ludwin's portfolio in Q3 2026, its #24 holding.
Salomon & Ludwin first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
Salomon & Ludwin's State Street Financial Select Sector SPDR ETF position peaked at $17.8M in Q1 2024.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.