CI Investments Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-706
Closed -$38K 1328
2024
Q4
$38K Buy
+706
New +$34.1K ﹤0.01% 1078

Other funds holding XLF

CI Investments Inc's XLF Position: Q1 2026 in Review

CI Investments Inc opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 50,000 shares worth $2.47M. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in XLF as recently as Q4 2019.

CI Investments Inc first reported a position in XLF in Q4 2014 and has held it in 5 quarters since. The position peaked at $39.6M in Q4 2019. 1,843 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • CI Investments Inc held 50,000 shares of State Street Financial Select Sector SPDR ETF worth $2.47M as of Q1 2026.
  • State Street Financial Select Sector SPDR ETF was a new CI Investments Inc position in Q1 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of CI Investments Inc's portfolio in Q1 2026, its #363 holding.
  • CI Investments Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 5 quarters since.
  • CI Investments Inc's State Street Financial Select Sector SPDR ETF position peaked at $39.6M in Q4 2019.
  • 1,843 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.