Cadent Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cadent Capital Advisors’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 Q3	$3.86M	Sell	72,256 -1,142	-2%	-$64.7K	0.83%	34
2026 Q2	$3.93M	Buy	+73,398	New	+$3.81M	0.81%	29
2026 Q1	–	Sell	-219,905	Closed	-$12M	–	215
2025 Q4	$12M	Sell	219,905 -8,787	-4%	-$468K	3.09%	8
2025 Q3	$12.3M	Buy	228,692 +53,091	+30%	+$2.81M	3.25%	8
2025 Q2	$9.2M	Buy	175,601 +115,599	+193%	+$5.72M	2.96%	7
2025 Q1	$2.99M	Buy	60,002 +47,765	+390%	+$2.4M	1.06%	26
2024 Q4	$591K	Buy	12,237 +4,408	+56%	+$213K	0.2%	77
2024 Q3	$355K	Sell	7,829 -1,587	-17%	-$69.2K	0.11%	108
2024 Q2	$387K	Sell	9,416 -623	-6%	-$25.6K	0.15%	85
2024 Q1	$423K	Buy	+10,039	New	+$396K	0.17%	70

Other funds holding XLF

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cadent Capital Advisors's XLF Position: Q3 2026 in Review

Cadent Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q3 2026, selling an estimated $64.7K and leaving 72,256 shares worth $3.86M. The position accounts for 0.83% of the portfolio, ranked #34.

Cadent Capital Advisors first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.3M in Q3 2025. 195 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Cadent Capital Advisors held 72,256 shares of State Street Financial Select Sector SPDR ETF worth $3.86M as of Q3 2026.
Cadent Capital Advisors sold 1,142 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $64.7K.
State Street Financial Select Sector SPDR ETF made up 0.83% of Cadent Capital Advisors's portfolio in Q3 2026, its #34 holding.
Cadent Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Cadent Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $12.3M in Q3 2025.
195 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.