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

Capital Advisors Inc’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	$449K	Sell	8,371 -534	-6%	-$27.8K	0.01%	250
2026 Q1	$440K	Sell	8,905 -294	-3%	-$15.3K	0.01%	240
2025 Q4	$504K	Buy	9,199 +515	+6%	+$27.4K	0.01%	214
2025 Q3	$468K	Hold	8,684	–	–	0.01%	204
2025 Q2	$455K	Sell	8,684 -550	-6%	-$27.2K	0.01%	207
2025 Q1	$460K	Buy	9,234 +48	+0.5%	+$2.41K	0.01%	200
2024 Q4	$444K	Buy	9,186 +270	+3%	+$13.1K	0.01%	205
2024 Q3	$404K	Sell	8,916 -190	-2%	-$8.29K	0.01%	216
2024 Q2	$374K	Buy	9,106 +2,701	+42%	+$111K	0.01%	225
2024 Q1	$270K	Sell	6,405 -102,197	-94%	-$4.03M	0.01%	256
2023 Q4	$4.08M	Buy	108,602 +102,004	+1,546%	+$3.53M	0.09%	107
2023 Q3	$219K	Buy	6,598 +405	+7%	+$14K	0.01%	239
2023 Q2	$209K	Buy	+6,193	New	+$202K	0.01%	257
2022 Q1	–	Sell	-5,480	Closed	-$214K	–	280
2021 Q4	$214K	Buy	+5,480	New	+$215K	0.01%	235
2020 Q2	–	Sell	-11,415	Closed	-$238K	–	205
2020 Q1	$238K	Buy	11,415 +2,484	+28%	+$68.4K	0.01%	145
2019 Q4	$275K	Buy	8,931 +655	+8%	+$19.2K	0.01%	163
2019 Q3	$228K	Hold	8,276	–	–	0.01%	166
2019 Q2	$228K	Buy	+8,276	New	+$224K	0.01%	166

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

Capital Advisors Inc's XLF Position: Q2 2026 in Review

Capital Advisors Inc reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6% in Q2 2026, selling an estimated $27.8K and leaving 8,371 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #250.

Capital Advisors Inc first reported a position in XLF in Q2 2019 and has held it in 18 quarters since. The position peaked at $4.08M in Q4 2023. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Capital Advisors Inc held 8,371 shares of State Street Financial Select Sector SPDR ETF worth $449K as of Q2 2026.
Capital Advisors Inc sold 534 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $27.8K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #250 holding.
Capital Advisors Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 18 quarters since.
Capital Advisors Inc's State Street Financial Select Sector SPDR ETF position peaked at $4.08M in Q4 2023.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.