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Clayton Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clayton Financial Group’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 		– Sell
-3,391
Closed -$167K – 580
2026
Q1 		$167K Buy
3,391
+192
+6% +$10K 0.09% 83
2025
Q4 		$175K Buy
3,199
+3,099
+3,099% +$165K 0.09% 80
2025
Q3 		$5.39K Buy
+100
New +$5.3K ﹤0.01% 170

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clayton Financial Group's XLF Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 3,391 shares — an estimated $167K sold.

Clayton Financial Group first reported a position in XLF in Q3 2025 and held it in 3 quarters. The position peaked at $175K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Clayton Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 3,391 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $167K.
  • Clayton Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $175K in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.