CLG LLC
XLF icon

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
Q3 		– Sell
-3,771
Closed -$202K – 161
2026
Q2 		$202K Buy
+3,771
New +$196K 0.04% 154

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Capital Investment Advisors
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Gradient Investments
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Ayalon Insurance Company
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Trilogy Capital
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLG LLC's XLF Position: Q3 2026 in Review

CLG LLC sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026, closing a stake of 3,771 shares — an estimated $202K sold.

CLG LLC first reported a position in XLF in Q2 2026 and held it in 1 quarter. The position peaked at $202K in Q2 2026. 608 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • CLG LLC reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • CLG LLC sold 3,771 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $202K.
  • CLG LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2026 and held it in 1 quarter.
  • CLG LLC's State Street Financial Select Sector SPDR ETF position peaked at $202K in Q2 2026.
  • 608 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.