Cadia Private Client’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cadia Private Client’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	–	Sell	-4,106	Closed	-$225K	–	83
2025 Q4	$225K	Buy	+4,106	New	+$219K	0.18%	65

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cadia Private Client's XLF Position: Q1 2026 in Review

Cadia Private Client sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 4,106 shares — an estimated $225K sold.

Cadia Private Client first reported a position in XLF in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 1,849 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cadia Private Client reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cadia Private Client sold 4,106 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $225K.
Cadia Private Client first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Cadia Private Client's State Street Financial Select Sector SPDR ETF position peaked at $225K in Q4 2025.
1,849 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cadia Private Client's 13F filing for Q1 2026, filed 20 May 2026.