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

Capital Advisors Ltd’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 		$2.86M Sell
53,333
-276
-0.5% -$14.3K 0.29% 61
2026
Q1 		$2.65M Buy
53,609
+1,057
+2% +$55.1K 0.3% 56
2025
Q4 		$2.88M Sell
52,552
-825
-2% -$44K 0.32% 49
2025
Q3 		$2.88M Buy
53,377
+4,691
+10% +$249K 0.32% 46
2025
Q2 		$2.55M Sell
48,686
-11,816
-20% -$585K 0.31% 48
2025
Q1 		$3.01M Sell
60,502
-4,850
-7% -$243K 0.4% 39
2024
Q4 		$3.16M Buy
65,352
+16,137
+33% +$780K 0.4% 39
2024
Q3 		$2.23M Sell
49,215
-7,025
-12% -$307K 0.28% 54
2024
Q2 		$2.31M Hold
56,240
– – 0.3% 51
2024
Q1 		$2.37M Hold
56,240
– – 0.31% 52
2023
Q4 		$2.12M Sell
56,240
-8,567
-13% -$297K 0.3% 53
2023
Q3 		$2.15M Hold
64,807
– – 0.33% 47
2023
Q2 		$2.19M Sell
64,807
-12,140
-16% -$396K 0.33% 51
2023
Q1 		$2.47M Buy
76,947
+370
+0.5% +$12.9K 0.41% 43
2022
Q4 		$2.62M Buy
76,577
+1
+0% +$34 0.46% 43
2022
Q3 		$2.33M Buy
76,576
+885
+1% +$29.3K 0.45% 43
2022
Q2 		$2.38M Buy
75,691
+1
+0% +$35 0.45% 44
2022
Q1 		$2.9M Buy
75,690
+2,632
+4% +$103K 0.48% 43
2021
Q4 		$2.85M Buy
73,058
+1,414
+2% +$55.6K 0.46% 43
2021
Q3 		$2.69M Buy
71,644
+1,345
+2% +$50.3K 0.48% 41
2021
Q2 		$2.58M Sell
70,299
-683
-1% -$25K 0.46% 46
2021
Q1 		$2.42M Buy
70,982
+1,598
+2% +$51.3K 0.44% 46
2020
Q4 		$2.04M Buy
69,384
+2,804
+4% +$75K 0.45% 46
2020
Q3 		$1.6M Buy
66,580
+86
+0.1% +$2.09K 0.4% 48
2020
Q2 		$1.54M Buy
66,494
+12,168
+22% +$276K 0.41% 49
2020
Q1 		$1.13M Buy
54,326
+45,407
+509% +$1.25M 0.35% 50
2019
Q4 		$275K Hold
8,919
– – 0.07% 125
2019
Q3 		$250K Hold
8,919
– – 0.07% 125
2019
Q2 		$246K Sell
8,919
-19,450
-69% -$527K 0.07% 128
2019
Q1 		$729K Sell
28,369
-4,436
-14% -$114K 0.2% 73
2018
Q4 		$781K Hold
32,805
– – 0.23% 66
2018
Q3 		$905K Sell
32,805
-420
-1% -$11.8K 0.26% 59
2018
Q2 		$883K Buy
33,225
+251
+0.8% +$6.92K 0.28% 58
2018
Q1 		$909K Buy
32,974
+3,024
+10% +$87.1K 0.29% 51
2017
Q4 		$836K Buy
29,950
+2,527
+9% +$68K 0.28% 54
2017
Q3 		$709K Buy
27,423
+5,841
+27% +$146K 0.25% 61
2017
Q2 		$532K Buy
21,582
+421
+2% +$9.99K 0.2% 72
2017
Q1 		$502K Buy
21,161
+7,263
+52% +$174K 0.19% 69
2016
Q4 		$323K Buy
13,898
+11,898
+595% +$255K 0.13% 90
2016
Q3 		$39K Buy
+2,000
New +$41.3K 0.02% 208

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Capital Advisors Ltd reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.51% in Q2 2026, selling an estimated $14.3K and leaving 53,333 shares worth $2.86M. The position accounts for 0.29% of the portfolio, ranked #61.

Capital Advisors Ltd first reported a position in XLF in Q3 2016 and has held it in 40 quarters since. The position peaked at $3.16M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Capital Advisors Ltd held 53,333 shares of State Street Financial Select Sector SPDR ETF worth $2.86M as of Q2 2026.
  • Capital Advisors Ltd sold 276 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $14.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.29% of Capital Advisors Ltd's portfolio in Q2 2026, its #61 holding.
  • Capital Advisors Ltd first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
  • Capital Advisors Ltd's State Street Financial Select Sector SPDR ETF position peaked at $3.16M 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 Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.