Allen Capital Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Allen Capital 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	$573K	Sell	11,602 -49	-0.4%	-$2.55K	0.05%	184
2025 Q4	$638K	Sell	11,651 -454	-4%	-$24.2K	0.06%	172
2025 Q3	$652K	Hold	12,105	–	–	0.06%	166
2025 Q2	$634K	Hold	12,105	–	–	0.07%	156
2025 Q1	$603K	Buy	12,105 +1,110	+10%	+$55.7K	0.07%	142
2024 Q4	$531K	Buy	10,995 +21	+0.2%	+$1.01K	0.06%	145
2024 Q3	$497K	Sell	10,974 -87	-0.8%	-$3.8K	0.06%	142
2024 Q2	$455K	Sell	11,061 -122	-1%	-$5.02K	0.06%	137
2024 Q1	$471K	Hold	11,183	–	–	0.07%	130
2023 Q4	$420K	Sell	11,183 -1,141	-9%	-$39.5K	0.07%	131
2023 Q3	$405K	Sell	12,324 -4,434	-26%	-$153K	0.07%	124
2023 Q2	$565K	Sell	16,758 -175	-1%	-$5.71K	0.1%	116
2023 Q1	$544K	Buy	+16,933	New	+$588K	0.1%	119
2022 Q4	–	Sell	-10,557	Closed	-$321K	–	179
2022 Q3	$321K	Hold	10,557	–	–	0.07%	132
2022 Q2	$332K	Sell	10,557 -1,810	-15%	-$62.6K	0.07%	126
2022 Q1	$474K	Buy	12,367 +3,302	+36%	+$129K	0.09%	113
2021 Q4	$354K	Sell	9,065 -1,734	-16%	-$68.2K	0.06%	127
2021 Q3	$405K	Buy	10,799 +1,934	+22%	+$72.4K	0.08%	112
2021 Q2	$325K	Buy	8,865 +310	+4%	+$11.3K	0.07%	125
2021 Q1	$291K	Buy	8,555 +169	+2%	+$5.43K	0.06%	127
2020 Q4	$247K	Hold	8,386	–	–	0.06%	125
2020 Q3	$210K	Buy	+8,386	New	+$204K	0.05%	134
2020 Q1	–	Sell	-8,386	Closed	-$258K	–	146
2019 Q4	$258K	Sell	8,386 -88	-1%	-$2.58K	0.07%	122
2019 Q3	$229K	Sell	8,474 -1,160	-12%	-$32K	0.07%	120
2019 Q2	$266K	Buy	9,634 +1,160	+14%	+$31.4K	0.09%	110
2019 Q1	$218K	Hold	8,474	–	–	0.07%	110
2018 Q4	$220K	Hold	8,474	–	–	0.08%	109
2018 Q3	$234K	Hold	8,474	–	–	0.08%	115
2018 Q2	$225K	Sell	8,474 -368	-4%	-$10.1K	0.08%	113
2018 Q1	$244K	Hold	8,842	–	–	0.09%	106
2017 Q4	$247K	Buy	+8,842	New	+$238K	0.11%	102

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allen Capital Group's XLF Position: Q1 2026 in Review

Allen Capital Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.42% in Q1 2026, selling an estimated $2.55K and leaving 11,602 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #184.

Allen Capital Group first reported a position in XLF in Q4 2017 and has held it in 31 quarters since. The position peaked at $652K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Allen Capital Group held 11,602 shares of State Street Financial Select Sector SPDR ETF worth $573K as of Q1 2026.
Allen Capital Group sold 49 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.55K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Allen Capital Group's portfolio in Q1 2026, its #184 holding.
Allen Capital Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
Allen Capital Group's State Street Financial Select Sector SPDR ETF position peaked at $652K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.