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

Calamos Wealth Management’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	$334K	Buy	6,760 +2,125	+46%	+$111K	0.01%	353
2025 Q4	$254K	Buy	+4,635	New	+$247K	0.01%	392
2018 Q2	–	Sell	-7,969	Closed	-$220K	–	221
2018 Q1	$220K	Buy	7,969 +662	+9%	+$19.1K	0.03%	191
2017 Q4	$204K	Buy	+7,307	New	+$197K	0.03%	200
2017 Q3	–	Sell	-8,262	Closed	-$204K	–	238
2017 Q2	$204K	Buy	+8,262	New	+$196K	0.03%	201

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 Wealth Management's XLF Position: Q1 2026 in Review

Calamos Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 46% in Q1 2026, buying an estimated $111K and bringing the position to 6,760 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #353.

Calamos Wealth Management first reported a position in XLF in Q2 2017 and has held it in 5 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Calamos Wealth Management held 6,760 shares of State Street Financial Select Sector SPDR ETF worth $334K as of Q1 2026.
Calamos Wealth Management bought 2,125 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $111K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #353 holding.
Calamos Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and has held it in 5 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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