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

Boreal 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 Q1	$311K	Buy	+6,290	New	+$328K	0.25%	88
2025 Q4	–	Sell	-7,810	Closed	-$416K	–	81
2025 Q3	$421K	Sell	7,810 -1,930	-20%	-$102K	0.34%	79
2025 Q2	$510K	Buy	+9,740	New	+$482K	0.42%	61

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

Boreal Capital Management's XLF Position: Q1 2026 in Review

Boreal Capital Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 6,290 shares worth $311K. The stake represents 0.25% of the portfolio and ranks #88 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in XLF as recently as Q3 2025.

Boreal Capital Management first reported a position in XLF in Q2 2025 and has held it in 3 quarters since. The position peaked at $510K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Boreal Capital Management held 6,290 shares of State Street Financial Select Sector SPDR ETF worth $311K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Boreal Capital Management position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.25% of Boreal Capital Management's portfolio in Q1 2026, its #88 holding.
Boreal Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
Boreal Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $510K in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.