Bearing Point Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$245K Sell
4,958
-1,290
-21% -$67.2K 0.04% 158
2025
Q4
$342K Buy
6,248
+2,035
+48% +$108K 0.05% 157
2025
Q3
$227K Hold
4,213
0.04% 159
2025
Q2
$221K Sell
4,213
-655
-13% -$32.4K 0.04% 161
2025
Q1
$242K Hold
4,868
0.05% 149
2024
Q4
$235K Buy
+4,868
New +$235K 0.05% 150

Other funds holding XLF

Bearing Point Capital's XLF Position: Q1 2026 in Review

Bearing Point Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q1 2026, selling an estimated $67.2K and leaving 4,958 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #158.

Bearing Point Capital first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $342K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Bearing Point Capital held 4,958 shares of State Street Financial Select Sector SPDR ETF worth $245K as of Q1 2026.
  • Bearing Point Capital sold 1,290 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $67.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Bearing Point Capital's portfolio in Q1 2026, its #158 holding.
  • Bearing Point Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's State Street Financial Select Sector SPDR ETF position peaked at $342K in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.