ZIG
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Zuckerman Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Zuckerman Investment Group’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 		$8.35M Sell
169,125
-538
-0.3% -$28K 0.78% 43
2025
Q4 		$9.29M Buy
169,663
+2,719
+2% +$145K 0.83% 41
2025
Q3 		$8.99M Sell
166,944
-4,851
-3% -$257K 0.83% 42
2025
Q2 		$9M Buy
171,795
+197
+0.1% +$9.75K 0.87% 39
2025
Q1 		$8.55M Sell
171,598
-7,252
-4% -$364K 0.92% 39
2024
Q4 		$9.17M Buy
178,850
+1,604
+0.9% +$77.6K 0.88% 40
2024
Q3 		$8.03M Buy
177,246
+374
+0.2% +$16.3K 0.83% 41
2024
Q2 		$7.27M Buy
176,872
+1,440
+0.8% +$59.3K 0.84% 40
2024
Q1 		$7.39M Sell
175,432
-6,050
-3% -$239K 0.84% 39
2023
Q4 		$6.82M Sell
181,482
-5,638
-3% -$195K 0.88% 41
2023
Q3 		$6.21M Sell
187,120
-1,040
-0.6% -$35.8K 0.89% 39
2023
Q2 		$6.34M Sell
188,160
-3,700
-2% -$121K 0.91% 38
2023
Q1 		$6.17M Buy
191,860
+840
+0.4% +$29.2K 0.94% 40
2022
Q4 		$6.53M Buy
191,020
+3,983
+2% +$135K 1.03% 39
2022
Q3 		$5.68M Buy
187,037
+4,063
+2% +$134K 1.07% 33
2022
Q2 		$5.75M Buy
182,974
+6,386
+4% +$221K 1.05% 36
2022
Q1 		$6.77M Sell
176,588
-8,820
-5% -$345K 1.09% 34
2021
Q4 		$7.24M Buy
185,408
+2,020
+1% +$79.4K 1.12% 38
2021
Q3 		$6.88M Sell
183,388
-2,100
-1% -$78.6K 1.14% 37
2021
Q2 		$6.81M Buy
185,488
+980
+0.5% +$35.9K 1.07% 39
2021
Q1 		$6.28M Buy
184,508
+6,496
+4% +$209K 1.03% 37
2020
Q4 		$5.25M Sell
178,012
-440
-0.2% -$11.8K 0.97% 39
2020
Q3 		$4.29M Sell
178,452
-1,699
-0.9% -$41.3K 0.95% 40
2020
Q2 		$4.17M Buy
180,151
+16,611
+10% +$377K 0.99% 38
2020
Q1 		$3.4M Buy
+163,540
New +$4.5M 0.99% 39

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

Zuckerman Investment Group's XLF Position: Q1 2026 in Review

Zuckerman Investment Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.32% in Q1 2026, selling an estimated $28K and leaving 169,125 shares worth $8.35M. The position accounts for 0.78% of the portfolio, ranked #43.

Zuckerman Investment Group first reported a position in XLF in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.29M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Zuckerman Investment Group held 169,125 shares of State Street Financial Select Sector SPDR ETF worth $8.35M as of Q1 2026.
  • Zuckerman Investment Group sold 538 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $28K.
  • State Street Financial Select Sector SPDR ETF made up 0.78% of Zuckerman Investment Group's portfolio in Q1 2026, its #43 holding.
  • Zuckerman Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
  • Zuckerman Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $9.29M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.