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

Zacks 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	$335K	Buy	6,786 +180	+3%	+$9.38K	﹤0.01%	563
2025 Q4	$362K	Buy	6,606 +1,029	+18%	+$54.8K	﹤0.01%	554
2025 Q3	$300K	Buy	+5,577	New	+$295K	﹤0.01%	576
2025 Q2	–	Sell	-6,679	Closed	-$333K	–	785
2025 Q1	$333K	Buy	+6,679	New	+$335K	﹤0.01%	535
2022 Q1	–	Sell	-12,948	Closed	-$506K	–	677
2021 Q4	$506K	Buy	+12,948	New	+$509K	0.01%	464
2021 Q3	–	Sell	-9,409	Closed	-$345K	–	656
2021 Q2	$345K	Buy	+9,409	New	+$344K	0.01%	500

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zacks Investment Management's XLF Position: Q1 2026 in Review

Zacks Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.7% in Q1 2026, buying an estimated $9.38K and bringing the position to 6,786 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Zacks Investment Management first reported a position in XLF in Q2 2021 and has held it in 6 quarters since. The position peaked at $506K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Zacks Investment Management held 6,786 shares of State Street Financial Select Sector SPDR ETF worth $335K as of Q1 2026.
Zacks Investment Management bought 180 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $9.38K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #563 holding.
Zacks Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
Zacks Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $506K in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.