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

White Lighthouse 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	$271K	Buy	5,050 +147	+3%	+$7.64K	0.03%	131
2026 Q1	$242K	Buy	4,903 +76	+2%	+$3.96K	0.03%	135
2025 Q4	$264K	Buy	+4,827	New	+$257K	0.04%	130

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 22.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

White Lighthouse Investment Management's XLF Position: Q2 2026 in Review

White Lighthouse Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3% in Q2 2026, buying an estimated $7.64K and bringing the position to 5,050 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #131.

White Lighthouse Investment Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

White Lighthouse Investment Management held 5,050 shares of State Street Financial Select Sector SPDR ETF worth $271K as of Q2 2026.
White Lighthouse Investment Management bought 147 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.64K.
State Street Financial Select Sector SPDR ETF made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #131 holding.
White Lighthouse Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.