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

Cascade Financial 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 Q2	$764K	Hold	14,256	–	–	0.07%	144
2026 Q1	$704K	Buy	14,256 +4,227	+42%	+$220K	0.07%	147
2025 Q4	$549K	Hold	10,029	–	–	0.06%	162
2025 Q3	$540K	Hold	10,029	–	–	0.06%	161
2025 Q2	$525K	Buy	+10,029	New	+$496K	0.06%	162

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

Cascade Financial Partners's XLF Position: Q2 2026 in Review

Cascade Financial Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 14,256 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #144.

Cascade Financial Partners first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cascade Financial Partners held 14,256 shares of State Street Financial Select Sector SPDR ETF worth $764K as of Q2 2026.
Cascade Financial Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.07% of Cascade Financial Partners's portfolio in Q2 2026, its #144 holding.
Cascade Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.