Yelin Lapidot Holdings Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Yelin Lapidot Holdings 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	$34.1M	Sell	636,382 -129,382	-17%	-$6.72M	6.47%	3
2026 Q1	$37.8M	Hold	765,764	–	–	7.87%	2
2025 Q4	$41.9M	Hold	765,764	–	–	8.4%	2
2025 Q3	$41.3M	Hold	765,764	–	–	8.66%	1
2025 Q2	$40.1M	Hold	765,764	–	–	7.32%	2
2025 Q1	$38.1M	Sell	765,764 -14,950	-2%	-$750K	7.37%	2
2024 Q4	$37.7M	Sell	780,714 -50,576	-6%	-$2.45M	6.57%	2
2024 Q3	$37.7M	Sell	831,290 -9,600	-1%	-$419K	6.2%	3
2024 Q2	$34.6M	Hold	840,890	–	–	6.09%	3
2024 Q1	$35.4M	Hold	840,890	–	–	7.29%	2
2023 Q4	$31.6M	Sell	840,890 -113	-0%	-$3.91K	7.63%	2
2023 Q3	$28.2M	Buy	+841,003	New	+$29M	6.92%	2

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

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

Yelin Lapidot Holdings Management's XLF Position: Q2 2026 in Review

Yelin Lapidot Holdings Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, selling an estimated $6.72M and leaving 636,382 shares worth $34.1M. The position accounts for 6.47% of the portfolio, ranked #3.

Yelin Lapidot Holdings Management first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $41.9M in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Yelin Lapidot Holdings Management held 636,382 shares of State Street Financial Select Sector SPDR ETF worth $34.1M as of Q2 2026.
Yelin Lapidot Holdings Management sold 129,382 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.72M.
State Street Financial Select Sector SPDR ETF made up 6.47% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #3 holding.
Yelin Lapidot Holdings Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's State Street Financial Select Sector SPDR ETF position peaked at $41.9M in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.