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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cadent Capital Advisors's XLF Position: Q2 2026 in Review

Cadent Capital Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 73,398 shares worth $3.93M. The stake represents 0.81% of the portfolio and ranks #29 among its holdings. This is a return to the name: Cadent Capital Advisors previously reported a position in XLF as recently as Q4 2025.

Cadent Capital Advisors first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.3M in Q3 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cadent Capital Advisors held 73,398 shares of State Street Financial Select Sector SPDR ETF worth $3.93M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Cadent Capital Advisors position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.81% of Cadent Capital Advisors's portfolio in Q2 2026, its #29 holding.
Cadent Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Cadent Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $12.3M in Q3 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.