CSF
XLF icon

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

Capital Squared Financial’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 		$214K Sell
3,990
-260
-6% -$13.5K 0.14% 84
2026
Q1 		$210K Buy
4,250
+20
+0.5% +$1.04K 0.16% 82
2025
Q4 		$232K Buy
4,230
+462
+12% +$24.6K 0.18% 78
2025
Q3 		$203K Buy
+3,768
New +$200K 0.18% 77

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 Squared Financial's XLF Position: Q2 2026 in Review

Capital Squared Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.1% in Q2 2026, selling an estimated $13.5K and leaving 3,990 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #84.

Capital Squared Financial first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $232K in Q4 2025. 579 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Capital Squared Financial held 3,990 shares of State Street Financial Select Sector SPDR ETF worth $214K as of Q2 2026.
  • Capital Squared Financial sold 260 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.14% of Capital Squared Financial's portfolio in Q2 2026, its #84 holding.
  • Capital Squared Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Capital Squared Financial's State Street Financial Select Sector SPDR ETF position peaked at $232K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.