CLG LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CLG LLC’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	$202K	Buy	+3,771	New	+$196K	0.04%	154

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CLG LLC's XLF Position: Q2 2026 in Review

CLG LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,771 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #154 among its holdings.

630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CLG LLC held 3,771 shares of State Street Financial Select Sector SPDR ETF worth $202K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new CLG LLC position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of CLG LLC's portfolio in Q2 2026, its #154 holding.
630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.