Capital Insight Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Capital Insight Partners’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	-19,532	Closed	-$1.07M	–	125
2025 Q4	$1.07M	Sell	19,532 -635	-3%	-$33.8K	0.23%	81
2025 Q3	$1.09M	Sell	20,167 -22	-0.1%	-$1.17K	0.18%	88
2025 Q2	$1.06M	Hold	20,189	–	–	0.18%	88
2025 Q1	$1.01M	Sell	20,189 -941	-4%	-$47.2K	0.18%	91
2024 Q4	$1.02M	Sell	21,130 -59	-0.3%	-$2.85K	0.18%	92
2024 Q3	$960K	Sell	21,189 -300	-1%	-$13.1K	0.17%	97
2024 Q2	$883K	Sell	21,489 -340	-2%	-$14K	0.17%	99
2024 Q1	$919K	Sell	21,829 -400	-2%	-$15.8K	0.17%	96
2023 Q4	$836K	Sell	22,229 -25	-0.1%	-$865	0.17%	95
2023 Q3	$738K	Sell	22,254 -713	-3%	-$24.6K	0.17%	94
2023 Q2	$774K	Sell	22,967 -9,777	-30%	-$319K	0.17%	95
2023 Q1	$1.05M	Sell	32,744 -1,513	-4%	-$52.6K	0.25%	93
2022 Q4	$1.17M	Sell	34,257 -1,655	-5%	-$56K	0.3%	85
2022 Q3	$1.09M	Sell	35,912 -17,829	-33%	-$589K	0.29%	85
2022 Q2	$1.69M	Sell	53,741 -2,183	-4%	-$75.4K	0.39%	82
2022 Q1	$2.14M	Sell	55,924 -2,680	-5%	-$105K	0.44%	80
2021 Q4	$2.29M	Sell	58,604 -2,681	-4%	-$105K	0.47%	76
2021 Q3	$2.3M	Sell	61,285 -476	-0.8%	-$17.8K	0.5%	75
2021 Q2	$2.27M	Sell	61,761 -2,802	-4%	-$103K	0.51%	77
2021 Q1	$2.2M	Sell	64,563 -65	-0.1%	-$2.09K	0.53%	77
2020 Q4	$1.91M	Sell	64,628 -3,500	-5%	-$93.6K	0.48%	79
2020 Q3	$1.64M	Buy	68,128 +12,187	+22%	+$296K	0.46%	81
2020 Q2	$1.29M	Buy	+55,941	New	+$1.27M	0.41%	87

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 Insight Partners's XLF Position: Q1 2026 in Review

Capital Insight Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 19,532 shares — an estimated $1.07M sold.

Capital Insight Partners first reported a position in XLF in Q2 2020 and held it in 23 quarters. The position peaked at $2.3M in Q3 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Capital Insight Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 19,532 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.07M.
Capital Insight Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 23 quarters.
Capital Insight Partners's State Street Financial Select Sector SPDR ETF position peaked at $2.3M in Q3 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.