Cascades Capital Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cascades Capital Asset Management’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
2025 Q2	–	Sell	-8,025	Closed	-$400K	–	158
2025 Q1	$400K	Buy	+8,025	New	+$403K	0.22%	69

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cascades Capital Asset Management's XLF Position: Q2 2025 in Review

Cascades Capital Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 8,025 shares — an estimated $400K sold.

Cascades Capital Asset Management first reported a position in XLF in Q1 2025 and held it in 1 quarter. The position peaked at $400K in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Cascades Capital Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Cascades Capital Asset Management sold 8,025 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $400K.
Cascades Capital Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
Cascades Capital Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $400K in Q1 2025.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Cascades Capital Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.