Chapin Davis’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Chapin Davis’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 Q3	$418K	Buy	7,832 +504	+7%	+$28.6K	0.08%	159
2026 Q2	$393K	Hold	7,328	–	–	0.07%	168
2026 Q1	$362K	Buy	7,328 +1,392	+23%	+$72.5K	0.08%	183
2025 Q4	$325K	Hold	5,936	–	–	0.08%	183
2025 Q3	$320K	Hold	5,936	–	–	0.08%	190
2025 Q2	$311K	Sell	5,936 -117	-2%	-$5.79K	0.09%	176
2025 Q1	$301K	Sell	6,053 -582	-9%	-$29.2K	0.1%	163
2024 Q4	$301K	Hold	6,635	–	–	0.1%	172
2024 Q3	$301K	Hold	6,635	–	–	0.1%	173
2024 Q2	$273K	Buy	6,635 +1	+0%	+$41	0.09%	175
2024 Q1	$279K	Hold	6,634	–	–	0.1%	176
2023 Q4	$249K	Buy	+6,634	New	+$230K	0.11%	175
2023 Q3	–	Sell	-6,024	Closed	-$203K	–	239
2023 Q2	$203K	Buy	+6,024	New	+$197K	0.1%	196

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Chapin Davis's XLF Position: Q3 2026 in Review

Chapin Davis increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.9% in Q3 2026, buying an estimated $28.6K and bringing the position to 7,832 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #159.

Chapin Davis first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. 627 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Chapin Davis held 7,832 shares of State Street Financial Select Sector SPDR ETF worth $418K as of Q3 2026.
Chapin Davis bought 504 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $28.6K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Chapin Davis's portfolio in Q3 2026, its #159 holding.
Chapin Davis first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
627 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.