Advisors Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Advisors Capital 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 Q2	$1.91M	Sell	35,566 -1,165	-3%	-$60.5K	0.02%	293
2026 Q1	$1.81M	Sell	36,731 -3,569	-9%	-$186K	0.02%	278
2025 Q4	$2.21M	Buy	40,300 +9,752	+32%	+$520K	0.03%	268
2025 Q3	$1.65M	Buy	30,548 +1,940	+7%	+$103K	0.02%	279
2025 Q2	$1.5M	Buy	28,608 +798	+3%	+$39.5K	0.02%	271
2025 Q1	$1.39M	Buy	27,810 +2,860	+11%	+$143K	0.02%	262
2024 Q4	$1.21M	Buy	24,950 +806	+3%	+$39K	0.02%	284
2024 Q3	$1.09M	Sell	24,144 -6,077	-20%	-$265K	0.02%	280
2024 Q2	$1.24M	Buy	30,221 +809	+3%	+$33.3K	0.02%	274
2024 Q1	$1.24M	Buy	29,412 +1,776	+6%	+$70.1K	0.02%	273
2023 Q4	$1.04M	Sell	27,636 -1,142	-4%	-$39.5K	0.02%	285
2023 Q3	$955K	Hold	28,778	–	–	0.02%	259
2023 Q2	$970K	Buy	28,778 +1,294	+5%	+$42.2K	0.02%	257
2023 Q1	$884K	Buy	27,484 +3,898	+17%	+$135K	0.02%	254
2022 Q4	$807K	Sell	23,586 -3,227	-12%	-$109K	0.02%	258
2022 Q3	$948K	Buy	26,813 +5,221	+24%	+$173K	0.03%	260
2022 Q2	$679K	Sell	21,592 -9,125	-30%	-$315K	0.02%	275
2022 Q1	$1.18M	Buy	30,717 +15	+0%	+$586	0.03%	238
2021 Q4	$1.2M	Buy	30,702 +124	+0.4%	+$4.87K	0.03%	236
2021 Q3	$1.15M	Buy	30,578 +1,000	+3%	+$37.4K	0.04%	228
2021 Q2	$1.08M	Sell	29,578 -400	-1%	-$14.6K	0.03%	228
2021 Q1	$1.02M	Buy	29,978 +4,484	+18%	+$144K	0.04%	221
2020 Q4	$751K	Buy	+25,494	New	+$682K	0.03%	231
2020 Q1	–	Sell	-10,570	Closed	-$325K	–	335
2019 Q4	$325K	Buy	+10,570	New	+$310K	0.02%	286
2019 Q1	–	Sell	-8,819	Closed	-$210K	–	277
2018 Q4	$210K	Buy	+8,819	New	+$229K	0.02%	266

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Capital Management's XLF Position: Q2 2026 in Review

Advisors Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.2% in Q2 2026, selling an estimated $60.5K and leaving 35,566 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #293.

Advisors Capital Management first reported a position in XLF in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.21M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Advisors Capital Management held 35,566 shares of State Street Financial Select Sector SPDR ETF worth $1.91M as of Q2 2026.
Advisors Capital Management sold 1,165 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $60.5K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #293 holding.
Advisors Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
Advisors Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $2.21M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.