Clearwater Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clearwater Capital Advisors’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
2025 Q2	–	Sell	-5,428	Closed	-$270K	–	178
2025 Q1	$270K	Buy	5,428 +34	+0.6%	+$1.71K	0.03%	147
2024 Q4	$261K	Hold	5,394	–	–	0.03%	152
2024 Q3	$244K	Buy	5,394 +72	+1%	+$3.14K	0.02%	155
2024 Q2	$219K	Hold	5,322	–	–	0.02%	149
2024 Q1	$224K	Sell	5,322 -3	-0.1%	-$118	0.02%	147
2023 Q4	$200K	Sell	5,325 -2,925	-35%	-$101K	0.02%	150
2023 Q3	$274K	Sell	8,250 -213	-3%	-$7.34K	0.03%	116
2023 Q2	$285K	Sell	8,463 -1,299	-13%	-$42.4K	0.03%	119
2023 Q1	$314K	Sell	9,762 -4,369	-31%	-$152K	0.04%	111
2022 Q4	$483K	Sell	14,131 -5,379	-28%	-$182K	0.06%	98
2022 Q3	$592K	Sell	19,510 -295	-1%	-$9.75K	0.08%	88
2022 Q2	$623K	Buy	19,805 +305	+2%	+$10.5K	0.09%	84
2022 Q1	$747K	Sell	19,500 -5,796	-23%	-$227K	0.09%	89
2021 Q4	$988K	Sell	25,296 -1,496	-6%	-$58.8K	0.11%	80
2021 Q3	$1.01M	Sell	26,792 -1,101	-4%	-$41.2K	0.12%	78
2021 Q2	$1.02M	Buy	27,893 +4	+0%	+$146	0.12%	76
2021 Q1	$950K	Sell	27,889 -579	-2%	-$18.6K	0.12%	77
2020 Q4	$839K	Sell	28,468 -4,365	-13%	-$117K	0.11%	82
2020 Q3	$790K	Buy	32,833 +830	+3%	+$20.2K	0.12%	77
2020 Q2	$741K	Sell	32,003 -24,687	-44%	-$561K	0.12%	79
2020 Q1	$1.18M	Sell	56,690 -59,151	-51%	-$1.63M	0.25%	58
2019 Q4	$3.57M	Sell	115,841 -100,166	-46%	-$2.94M	0.59%	37
2019 Q3	$6.05M	Sell	216,007 -87,252	-29%	-$2.41M	1.07%	26
2019 Q2	$8.37M	Sell	303,259 -56,155	-16%	-$1.52M	1.52%	19
2019 Q1	$9.24M	Sell	359,414 -57,679	-14%	-$1.49M	1.73%	14
2018 Q4	$9.94M	Sell	417,093 -76,812	-16%	-$2M	2.18%	8
2018 Q3	$13.6M	Sell	493,905 -2,846	-0.6%	-$79.6K	2.66%	7
2018 Q2	$13.2M	Buy	496,751 +36,397	+8%	+$1M	2.71%	6
2018 Q1	$12.7M	Buy	460,354 +37,480	+9%	+$1.08M	2.62%	6
2017 Q4	$11.8M	Buy	422,874 +26,535	+7%	+$714K	2.59%	7
2017 Q3	$10.4M	Buy	396,339 +55,954	+16%	+$1.4M	2.42%	9
2017 Q2	$8.52M	Buy	340,385 +95,874	+39%	+$2.28M	2.17%	11
2017 Q1	$5.74M	Buy	244,511 +143,746	+143%	+$3.44M	1.57%	15
2016 Q4	$2.37M	Buy	100,765 +12,269	+14%	+$263K	0.82%	37
2016 Q3	$1.71M	Buy	88,496 +8,433	+11%	+$174K	0.6%	47
2016 Q2	$1.58M	Buy	+80,063	New	+$1.62M	0.58%	48

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearwater Capital Advisors's XLF Position: Q2 2025 in Review

Clearwater Capital Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 5,428 shares — an estimated $270K sold.

Clearwater Capital Advisors first reported a position in XLF in Q2 2016 and held it in 36 quarters. The position peaked at $13.6M in Q3 2018. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Clearwater Capital Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 5,428 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $270K.
Clearwater Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and held it in 36 quarters.
Clearwater Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $13.6M in Q3 2018.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Clearwater Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.