Cladis Investment Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cladis Investment Advisory’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	$1.92M	Buy	35,877 +1,829	+5%	+$95.1K	0.9%	31
2026 Q1	$1.68M	Sell	34,048 -399	-1%	-$20.8K	0.92%	28
2025 Q4	$1.89M	Buy	34,447 +301	+0.9%	+$16K	1.03%	23
2025 Q3	$1.84M	Buy	34,146 +335	+1%	+$17.8K	1.05%	25
2025 Q2	$1.77M	Sell	33,811 -209	-0.6%	-$10.3K	1.11%	25
2025 Q1	$1.69M	Buy	34,020 +891	+3%	+$44.7K	1.23%	23
2024 Q4	$1.6M	Buy	33,129 +1,001	+3%	+$48.4K	1.14%	24
2024 Q3	$1.46M	Buy	32,128 +571	+2%	+$24.9K	1.01%	29
2024 Q2	$1.3M	Buy	31,557 +651	+2%	+$26.8K	0.94%	29
2024 Q1	$1.3M	Buy	30,906 +1,001	+3%	+$39.5K	0.96%	35
2023 Q4	$1.12M	Buy	29,905 +1,051	+4%	+$36.4K	0.88%	37
2023 Q3	$957K	Buy	28,854 +2,261	+9%	+$77.9K	0.84%	37
2023 Q2	$896K	Buy	26,593 +3,401	+15%	+$111K	0.78%	41
2023 Q1	$746K	Buy	23,192 +6,300	+37%	+$219K	0.67%	46
2022 Q4	$578K	Buy	16,892 +1,976	+13%	+$66.8K	0.58%	58
2022 Q3	$453K	Buy	14,916 +1,656	+12%	+$54.7K	0.49%	67
2022 Q2	$417K	Buy	13,260 +365	+3%	+$12.6K	0.42%	80
2022 Q1	$494K	Hold	12,895	–	–	0.4%	80
2021 Q4	$504K	Buy	+12,895	New	+$507K	0.4%	78

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

Cladis Investment Advisory's XLF Position: Q2 2026 in Review

Cladis Investment Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.4% in Q2 2026, buying an estimated $95.1K and bringing the position to 35,877 shares worth $1.92M. The position accounts for 0.9% of the portfolio, ranked #31.

Cladis Investment Advisory first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cladis Investment Advisory held 35,877 shares of State Street Financial Select Sector SPDR ETF worth $1.92M as of Q2 2026.
Cladis Investment Advisory bought 1,829 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $95.1K.
State Street Financial Select Sector SPDR ETF made up 0.9% of Cladis Investment Advisory's portfolio in Q2 2026, its #31 holding.
Cladis Investment Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.