CAP Partners LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CAP Partners LLC’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	–	Sell	-4,501	Closed	-$222K	–	164
2026 Q1	$222K	Buy	4,501 +335	+8%	+$17.5K	0.13%	137
2025 Q4	$228K	Buy	4,166 +95	+2%	+$5.06K	0.13%	133
2025 Q3	$219K	Buy	+4,071	New	+$216K	0.12%	131

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

CAP Partners LLC's XLF Position: Q2 2026 in Review

CAP Partners LLC sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,501 shares — an estimated $222K sold.

CAP Partners LLC first reported a position in XLF in Q3 2025 and held it in 3 quarters. The position peaked at $228K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CAP Partners LLC reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
CAP Partners LLC sold 4,501 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $222K.
CAP Partners LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
CAP Partners LLC's State Street Financial Select Sector SPDR ETF position peaked at $228K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.