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

Capital Performance Advisors’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	$2.68M	Sell	49,998 -608	-1%	-$31.6K	0.17%	64
2026 Q1	$2.5M	Sell	50,606 -5,680	-10%	-$296K	0.17%	63
2025 Q4	$3.08M	Buy	+56,286	New	+$3M	0.22%	54
2024 Q4	–	Sell	-4,000	Closed	-$4.42K	–	2738
2024 Q3	$4.42K	Buy	+4,000	New	+$175K	﹤0.01%	1166

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 Performance Advisors's XLF Position: Q2 2026 in Review

Capital Performance Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q2 2026, selling an estimated $31.6K and leaving 49,998 shares worth $2.68M. The position accounts for 0.17% of the portfolio, ranked #64.

Capital Performance Advisors first reported a position in XLF in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.08M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Capital Performance Advisors held 49,998 shares of State Street Financial Select Sector SPDR ETF worth $2.68M as of Q2 2026.
Capital Performance Advisors sold 608 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $31.6K.
State Street Financial Select Sector SPDR ETF made up 0.17% of Capital Performance Advisors's portfolio in Q2 2026, its #64 holding.
Capital Performance Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 4 quarters since.
Capital Performance Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.08M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.