Cary Street Partners Investment Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
WA
JSAM
Cary Street Partners Investment Advisory's XLF Position: Q2 2026 in Review
Cary Street Partners Investment Advisory reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.3% in Q2 2026, selling an estimated $142K and leaving 80,737 shares worth $4.33M. The position accounts for 0.88% of the portfolio, ranked #26.
Cary Street Partners Investment Advisory first reported a position in XLF in Q3 2020 and has held it in 17 quarters since. The position peaked at $4.4M in Q4 2025. 1,425 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Cary Street Partners Investment Advisory held 80,737 shares of State Street Financial Select Sector SPDR ETF worth $4.33M as of Q2 2026.
- Cary Street Partners Investment Advisory sold 2,728 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $142K.
- State Street Financial Select Sector SPDR ETF made up 0.88% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #26 holding.
- Cary Street Partners Investment Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 17 quarters since.
- Cary Street Partners Investment Advisory's State Street Financial Select Sector SPDR ETF position peaked at $4.4M in Q4 2025.
- 1,425 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.