Capital Advisory Group Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-3,769	Closed	-$206K	–	166
2025 Q4	$206K	Sell	3,769 -87	-2%	-$4.64K	0.06%	166
2025 Q3	$208K	Hold	3,856	–	–	0.06%	172
2025 Q2	$202K	Sell	3,856 -200	-5%	-$9.9K	0.07%	167
2025 Q1	$202K	Buy	+4,056	New	+$203K	0.08%	166
2024 Q2	–	Sell	-5,348	Closed	-$225K	–	158
2024 Q1	$225K	Buy	+5,348	New	+$211K	0.11%	135
2022 Q4	–	Sell	-7,878	Closed	-$239K	–	139
2022 Q3	$239K	Sell	7,878 -200	-2%	-$6.61K	0.17%	118
2022 Q2	$272K	Hold	8,078	–	–	0.16%	115
2022 Q1	$310K	Buy	8,078 +1,700	+27%	+$66.4K	0.14%	121
2021 Q4	$249K	Buy	6,378 +600	+10%	+$23.6K	0.11%	144
2021 Q3	$217K	Buy	5,778 +1,150	+25%	+$43K	0.08%	189
2021 Q2	$170K	Sell	4,628 -800	-15%	-$29.3K	0.06%	207
2021 Q1	$185K	Buy	5,428 +700	+15%	+$22.5K	0.07%	188
2020 Q4	$139K	Sell	4,728 -822	-15%	-$22K	0.06%	200
2020 Q3	$134K	Sell	5,550 -200	-3%	-$4.86K	0.07%	165
2020 Q2	$133K	Sell	5,750 -242	-4%	-$5.5K	0.07%	165
2020 Q1	$124K	Sell	5,992 -1,348	-18%	-$37.1K	0.15%	80
2019 Q4	$226K	Sell	7,340 -11,499	-61%	-$337K	0.12%	96
2019 Q3	$530K	Sell	18,839 -999	-5%	-$27.6K	0.35%	44
2019 Q2	$551K	Buy	19,838 +1	+0%	+$27	0.37%	41
2019 Q1	$511K	Sell	19,837 -699	-3%	-$18K	0.37%	44
2018 Q4	$493K	Sell	20,536 -60,398	-75%	-$1.57M	0.38%	42
2018 Q3	$2.24M	Buy	80,934 +58,534	+261%	+$1.64M	1.5%	13
2018 Q2	$596K	Buy	22,400 +500	+2%	+$13.8K	0.43%	36
2018 Q1	$606K	Buy	+21,900	New	+$631K	0.44%	36

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Advisory Group Advisory Services's XLF Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,769 shares — an estimated $206K sold.

Capital Advisory Group Advisory Services first reported a position in XLF in Q1 2018 and held it in 24 quarters. The position peaked at $2.24M in Q3 2018. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,769 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $206K.
Capital Advisory Group Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 24 quarters.
Capital Advisory Group Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $2.24M in Q3 2018.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.