XLF — SELECT STR FINANCIAL

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in SELECT STR FINANCIAL (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.91% (2019 Q2)
Avg. % of fund
1.28%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 81,785 +5,736 +7.5% 1.62% $4.5M $54.77
2025 Q3 ADDED 76,049 +7,005 +10.1% 1.55% $4.1M $53.68
2025 Q2 REDUCED 69,044 -3,098 -4.3% 1.48% $3.6M $52.02
2025 Q1 ADDED 72,142 +7,659 +11.9% 1.64% $3.6M $49.30
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% Marks Wealth, LLC 3Y 12.29% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39%
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