Lionsbridge Wealth Management LLC / XLF
Lionsbridge Wealth Management LLC’s Select Sector Spdr Tr Position
Does Lionsbridge Wealth Management LLC own Select Sector Spdr Tr (XLF)? Yes — 47.6K shares worth $2M (+2.36% of its 13F portfolio) as of Q1 2026, down from 59.9K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
47.6K
% of Portfolio
+2.36%
Quarters Held
20
currently held
Position History XLF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 47.6K | $2M | +2.36% |
| Q4 2025 | 59.9K | $3M | +3.32% |
| Q3 2025 | 60.1K | $3M | +3.19% |
| Q2 2025 | 59.0K | $3M | +3.08% |
| Q1 2025 | 60.3K | $3M | +2.67% |
| Q4 2024 | 74.0K | $4M | +3.00% |
| Q3 2024 | 79.5K | $4M | +2.85% |
| Q2 2024 | 63.3K | $3M | +2.08% |
| Q1 2024 | 63.9K | $3M | +2.08% |
| Q4 2023 | 94.4K | $4M | +2.84% |
| Q3 2023 | 63.8K | $2M | +2.01% |
| Q2 2023 | 63.1K | $2M | +1.90% |
| Q1 2023 | 66.1K | $2M | +1.96% |
| Q4 2022 | 66.7K | $2M | +2.22% |
| Q3 2022 | 36.2K | $1M | +1.31% |
| Q1 2022 | 38.7K | $1M | +1.72% |
| Q4 2021 | 40.0K | $2M | +1.68% |
| Q3 2021 | 41.2K | $2M | +1.67% |
| Q2 2021 | 41.4K | $2M | +1.62% |
| Q1 2021 | 42.4K | $1M | +1.41% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of XLF.