CIAS
XLF icon

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

Capital Investment 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
Q2 		$1.5M Buy
28,025
+258
+0.9% +$13.4K 0.09% 223
2026
Q1 		$1.37M Buy
27,767
+9,918
+56% +$517K 0.1% 207
2025
Q4 		$978K Buy
17,849
+61
+0.3% +$3.25K 0.07% 261
2025
Q3 		$958K Buy
17,788
+2,002
+13% +$106K 0.08% 250
2025
Q2 		$827K Buy
15,786
+174
+1% +$8.61K 0.07% 259
2025
Q1 		$778K Sell
15,612
-646
-4% -$32.4K 0.07% 248
2024
Q4 		$786K Sell
16,258
-148
-0.9% -$7.16K 0.08% 222
2024
Q3 		$744K Buy
16,406
+934
+6% +$40.8K 0.07% 239
2024
Q2 		$636K Buy
15,472
+1,208
+8% +$49.7K 0.07% 251
2024
Q1 		$601K Sell
14,264
-1,169
-8% -$46.1K 0.06% 270
2023
Q4 		$580K Buy
15,433
+955
+7% +$33.1K 0.05% 262
2023
Q3 		$480K Buy
14,478
+6
+0% +$207 0.05% 282
2023
Q2 		$488K Sell
14,472
-4,806
-25% -$157K 0.05% 278
2023
Q1 		$620K Buy
19,278
+512
+3% +$17.8K 0.07% 227
2022
Q4 		$642K Buy
18,766
+6,451
+52% +$218K 0.08% 221
2022
Q3 		$374K Sell
12,315
-614
-5% -$20.3K 0.05% 307
2022
Q2 		$407K Buy
12,929
+910
+8% +$31.4K 0.05% 293
2022
Q1 		$461K Sell
12,019
-18,994
-61% -$742K 0.05% 302
2021
Q4 		$1.21M Buy
31,013
+135
+0.4% +$5.31K 0.14% 145
2021
Q3 		$1.16M Buy
30,878
+2,931
+10% +$110K 0.15% 140
2021
Q2 		$1.02M Buy
27,947
+7,356
+36% +$269K 0.13% 155
2021
Q1 		$701K Sell
20,591
-979
-5% -$31.4K 0.1% 198
2020
Q4 		$636K Sell
21,570
-639
-3% -$17.1K 0.09% 211
2020
Q3 		$535K Buy
22,209
+13,142
+145% +$320K 0.1% 191
2020
Q2 		$210K Buy
9,067
+1,423
+19% +$32.3K 0.04% 306
2020
Q1 		$159K Sell
7,644
-2,895
-27% -$79.7K 0.04% 305
2019
Q4 		$324K Buy
10,539
+1,286
+14% +$37.7K 0.09% 223
2019
Q3 		$259K Sell
9,253
-834
-8% -$23K 0.07% 236
2019
Q2 		$282K Buy
10,087
+3,872
+62% +$105K 0.09% 226
2019
Q1 		$160K Sell
6,215
-1,584
-20% -$40.9K 0.06% 247
2018
Q4 		$186K Sell
7,799
-942
-11% -$24.5K 0.08% 209
2018
Q3 		$241K Sell
8,741
-199,807
-96% -$5.59M 0.11% 185
2018
Q2 		$5.54M Buy
208,548
+15,830
+8% +$437K 2.77% 4
2018
Q1 		$5.31M Buy
192,718
+15,282
+9% +$440K 2.96% 4
2017
Q4 		$4.95M Buy
177,436
+11,655
+7% +$314K 2.91% 4
2017
Q3 		$4.29M Buy
165,781
+20,599
+14% +$514K 2.63% 4
2017
Q2 		$3.58M Buy
+145,182
New +$3.45M 2.36% 6

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Capital Investment Advisory Services's XLF Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.93% in Q2 2026, buying an estimated $13.4K and bringing the position to 28,025 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #223.

Capital Investment Advisory Services first reported a position in XLF in Q2 2017 and has held it in 37 quarters since. The position peaked at $5.54M in Q2 2018. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Capital Investment Advisory Services held 28,025 shares of State Street Financial Select Sector SPDR ETF worth $1.5M as of Q2 2026.
  • Capital Investment Advisory Services bought 258 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.09% of Capital Investment Advisory Services's portfolio in Q2 2026, its #223 holding.
  • Capital Investment Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and has held it in 37 quarters since.
  • Capital Investment Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $5.54M in Q2 2018.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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