Cape Investment Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cape Investment Advisory’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	$105K	Sell	1,966 -3,737	-66%	-$194K	0.03%	337
2026 Q1	$282K	Sell	5,703 -17	-0.3%	-$886	0.09%	186
2025 Q4	$313K	Buy	5,720 +192	+3%	+$10.2K	0.1%	161
2025 Q3	$298K	Sell	5,528 -313	-5%	-$16.6K	0.29%	85
2025 Q2	$306K	Buy	5,841 +69	+1%	+$3.42K	0.11%	146
2025 Q1	$288K	Sell	5,772 -100	-2%	-$5.02K	0.11%	139
2024 Q4	$284K	Buy	5,872 +166	+3%	+$8.03K	0.11%	138
2024 Q3	$259K	Buy	5,706 +156	+3%	+$6.81K	0.1%	143
2024 Q2	$228K	Sell	5,550 -320	-5%	-$13.2K	0.1%	137
2024 Q1	$247K	Buy	5,870 +449	+8%	+$17.7K	0.12%	131
2023 Q4	$204K	Buy	5,421 +120	+2%	+$4.15K	0.1%	145
2023 Q3	$176K	Buy	5,301 +272	+5%	+$9.37K	0.1%	144
2023 Q2	$170K	Buy	5,029 +173	+4%	+$5.65K	0.09%	145
2023 Q1	$156K	Buy	+4,856	New	+$169K	0.1%	145

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

Cape Investment Advisory's XLF Position: Q2 2026 in Review

Cape Investment Advisory reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 66% in Q2 2026, selling an estimated $194K and leaving 1,966 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #337.

Cape Investment Advisory first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $313K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cape Investment Advisory held 1,966 shares of State Street Financial Select Sector SPDR ETF worth $105K as of Q2 2026.
Cape Investment Advisory sold 3,737 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $194K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #337 holding.
Cape Investment Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Cape Investment Advisory's State Street Financial Select Sector SPDR ETF position peaked at $313K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.