Cabana LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cabana LLC’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	$205K	Buy	+3,832	New	+$199K	1.55%	12
2026 Q1	–	Sell	-3,654	Closed	-$200K	–	13
2025 Q4	$200K	Buy	+3,654	New	+$195K	1.5%	13
2024 Q2	–	Sell	-65,215	Closed	-$2.75M	–	25
2024 Q1	$2.75M	Buy	65,215 +2,758	+4%	+$109K	11.7%	2
2023 Q4	$2.35M	Buy	+62,457	New	+$2.16M	10.73%	2
2020 Q2	$64K	Buy	+2,776	New	+$63K	0.01%	66
2020 Q1	–	Sell	-3,816	Closed	-$117K	–	115
2019 Q4	$117K	Buy	+3,816	New	+$112K	0.01%	63
2019 Q2	–	Sell	-1,698,028	Closed	-$43.7M	–	52
2019 Q1	$43.7M	Buy	+1,698,028	New	+$43.8M	8.16%	7

Other funds holding XLF

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return