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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salomon & Ludwin's XLF Position: Q1 2026 in Review

Salomon & Ludwin increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.1% in Q1 2026, buying an estimated $438K and bringing the position to 282,115 shares worth $13.9M. The position accounts for 1.24% of the portfolio, ranked #26.

Salomon & Ludwin first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.8M in Q1 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Salomon & Ludwin held 282,115 shares of State Street Financial Select Sector SPDR ETF worth $13.9M as of Q1 2026.
  • Salomon & Ludwin bought 8,402 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $438K.
  • State Street Financial Select Sector SPDR ETF made up 1.24% of Salomon & Ludwin's portfolio in Q1 2026, its #26 holding.
  • Salomon & Ludwin first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's State Street Financial Select Sector SPDR ETF position peaked at $17.8M in Q1 2024.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.