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

Calamos 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
2022 Q2	–	Sell	-480,000	Closed	-$18.4M	–	1222
2022 Q1	$18.4M	Buy	+480,000	New	+$18.8M	0.07%	313
2018 Q3	–	Sell	-4,200,000	Closed	-$112M	–	727
2018 Q2	$112M	Buy	+4,200,000	New	+$116M	0.68%	25

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

Calamos Advisors's XLF Position: Q1 2026 in Review

Calamos Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 6,760 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in XLF as recently as Q2 2022.

Calamos Advisors first reported a position in XLF in Q3 2018 and has held it in 3 quarters since. The position peaked at $60.7M in Q3 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Calamos Advisors held 6,760 shares of State Street Financial Select Sector SPDR ETF worth $334K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Calamos Advisors position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #963 holding.
Calamos Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 3 quarters since.
Calamos Advisors's State Street Financial Select Sector SPDR ETF position peaked at $60.7M in Q3 2018.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.