Caldwell Sutter Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Caldwell Sutter Capital’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	$545K	Hold	10,157	–	–	0.21%	120
2026 Q1	$501K	Hold	10,157	–	–	0.2%	120
2025 Q4	$556K	Sell	10,157 -60	-0.6%	-$3.2K	0.24%	106
2025 Q3	$550K	Hold	10,217	–	–	0.24%	107
2025 Q2	$535K	Hold	10,217	–	–	0.25%	109
2025 Q1	$509K	Sell	10,217 -2,827	-22%	-$142K	0.24%	111
2024 Q4	$630K	Buy	13,044 +1,500	+13%	+$72.5K	0.29%	92
2024 Q3	$523K	Hold	11,544	–	–	0.24%	110
2024 Q2	$475K	Hold	11,544	–	–	0.23%	113
2024 Q1	$486K	Hold	11,544	–	–	0.23%	111
2023 Q4	$434K	Sell	11,544 -100	-0.9%	-$3.46K	0.22%	115
2023 Q3	$386K	Sell	11,644 -1,040	-8%	-$35.8K	0.21%	112
2023 Q2	$428K	Sell	12,684 -650	-5%	-$21.2K	0.22%	109
2023 Q1	$429K	Hold	13,334	–	–	0.31%	77
2022 Q4	$456K	Buy	+13,334	New	+$451K	0.4%	60

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

Caldwell Sutter Capital's XLF Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 10,157 shares worth $545K. The position accounts for 0.21% of the portfolio, ranked #120.

Caldwell Sutter Capital first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $630K in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Caldwell Sutter Capital held 10,157 shares of State Street Financial Select Sector SPDR ETF worth $545K as of Q2 2026.
Caldwell Sutter Capital left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.21% of Caldwell Sutter Capital's portfolio in Q2 2026, its #120 holding.
Caldwell Sutter Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's State Street Financial Select Sector SPDR ETF position peaked at $630K in Q4 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.