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
2026 Q2	$175K	Buy	+3,270	New	+$170K	0.06%	135
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 $1.81T 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

Cascades Capital Asset Management's XLF Position: Q2 2026 in Review

Cascades Capital Asset Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,270 shares worth $175K. The stake represents 0.06% of the portfolio and ranks #135 among its holdings. This is a return to the name: Cascades Capital Asset Management previously reported a position in XLF as recently as Q1 2025.

Cascades Capital Asset Management first reported a position in XLF in Q1 2025 and has held it in 2 quarters since. The position peaked at $400K in Q1 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cascades Capital Asset Management held 3,270 shares of State Street Financial Select Sector SPDR ETF worth $175K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Cascades Capital Asset Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.06% of Cascades Capital Asset Management's portfolio in Q2 2026, its #135 holding.
Cascades Capital Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 2 quarters since.
Cascades Capital Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $400K in Q1 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.