XLF — SELECT STR FINANCIAL

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

AI Ownership Summary

Joseph P. Lucia & Associates, LLC reported SELECT STR FINANCIAL (XLF) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.64% in 2025 Q1. The latest visible filing shows XLF at 1.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joseph P. Lucia & Associates, LLC's position in SELECT STR FINANCIAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLF was reported at 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLF stock page Joseph P. Lucia & Associates, LLC fund profile Joseph P. Lucia & Associates, LLC full holdings
How Joseph P. Lucia & Associates, LLC held XLF — position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 81,785 +5,736 +7.5% 1.62% $4.5M 2026-02-14 (Est.) $51.39
2025 Q3 ADDED 76,049 +7,005 +10.1% 1.55% $4.1M 2025-10-20 $52.34
2025 Q2 REDUCED 69,044 -3,098 -4.3% 1.48% $3.6M 2025-08-04 $51.30
2025 Q1 ADDED 72,142 +7,659 +11.9% 1.64% $3.6M 2025-05-14 $50.17
2024 Q4 ADDED 64,483 +12,246 +23.4% 1.39% $3.1M 2025-01-22 $49.46
2024 Q3 ADDED 52,237 +5,592 +12.0% 1.09% $2.4M 2024-10-23 $46.03
2024 Q2 ADDED 46,645 +2,376 +5.4% 0.98% $1.9M 2024-07-24 $41.45
2024 Q1 ADDED 44,269 +8,299 +23.1% 1.00% $1.9M 2024-05-03 $39.32
2023 Q4 ADDED 35,970 +67 +0.2% 0.84% $1.4M 2024-01-29 $37.43
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLF

As of 2026 Q1 — sorted by position size

McAlister, Sweet & Associates, Inc. 3Y 4.76% Fulcrum Equity Management 3Y 7Y 1.35% Cassady Wealth & Retirement Planning, LLC 0.5% Crumly & Associates Inc. 3Y 0.4% First Financial Bank - Trust Division 3Y 7Y 0.31% BEACON FINANCIAL GROUP 3Y 7Y 0.26% ADIRONDACK TRUST CO 3Y 7Y 0.22% First County Bank /CT/ 0.18% Byrne Asset Management LLC 3Y 0.15% Hilltop National Bank 0.14%

FAQ About Joseph P. Lucia & Associates, LLC and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joseph P. Lucia & Associates, LLC reported owning XLF?

Joseph P. Lucia & Associates, LLC reported XLF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLF position in Joseph P. Lucia & Associates, LLC's portfolio?

The largest reported portfolio weight for XLF was 1.64% in 2025 Q1.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2025 Q4, when Joseph P. Lucia & Associates, LLC reported 81,785 shares, equal to 1.62% of portfolio, with an estimated market value of $4.5M.

What does the chart on this XLF ownership page compare?

The chart compares Joseph P. Lucia & Associates, LLC's quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Joseph P. Lucia & Associates, LLC Holdings