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

Arcataur 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	$270K	Sell	5,031 -445	-8%	-$23.1K	0.07%	94
2026 Q1	$270K	Sell	5,476 -40	-0.7%	-$2.08K	0.08%	92
2025 Q4	$302K	Sell	5,516 -25	-0.5%	-$1.33K	0.09%	88
2025 Q3	$298K	Sell	5,541 -227	-4%	-$12K	0.09%	86
2025 Q2	$302K	Hold	5,768	–	–	0.09%	87
2025 Q1	$287K	Sell	5,768 -513	-8%	-$25.7K	0.1%	89
2024 Q4	$304K	Sell	6,281 -25	-0.4%	-$1.21K	0.1%	85
2024 Q3	$286K	Sell	6,306 -190	-3%	-$8.29K	0.1%	88
2024 Q2	$267K	Sell	6,496 -40	-0.6%	-$1.65K	0.1%	90
2024 Q1	$275K	Hold	6,536	–	–	0.1%	88
2023 Q4	$246K	Buy	6,536 +370	+6%	+$12.8K	0.09%	87
2023 Q3	$205K	Hold	6,166	–	–	0.09%	93
2023 Q2	$208K	Buy	+6,166	New	+$201K	0.09%	93

Other funds holding XLF

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Arcataur Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.1% in Q2 2026, selling an estimated $23.1K and leaving 5,031 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #94.

Arcataur Capital Management first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $304K in Q4 2024. 1,500 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Arcataur Capital Management held 5,031 shares of State Street Financial Select Sector SPDR ETF worth $270K as of Q2 2026.
Arcataur Capital Management sold 445 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.1K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Arcataur Capital Management's portfolio in Q2 2026, its #94 holding.
Arcataur Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Arcataur Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $304K in Q4 2024.
1,500 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.