Thompson Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Thompson 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 Q1	$198K	Hold	4,001	–	–	0.03%	176
2025 Q4	$219K	Hold	4,001	–	–	0.03%	169
2025 Q3	$216K	Hold	4,001	–	–	0.03%	170
2025 Q2	$210K	Hold	4,001	–	–	0.03%	174
2025 Q1	$199K	Hold	4,001	–	–	0.03%	174
2024 Q4	$193K	Buy	4,001 +3,999	+199,950%	+$193K	0.03%	181
2024 Q3	$91	Hold	2	–	–	﹤0.01%	492
2024 Q2	$82	Hold	2	–	–	﹤0.01%	491
2024 Q1	$84	Hold	2	–	–	﹤0.01%	507
2023 Q4	$75	Hold	2	–	–	﹤0.01%	417
2023 Q3	$66	Buy	+2	New	+$69	﹤0.01%	402

Other funds holding XLF

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return