Cloud Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cloud Capital Management’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 Q1	$824K	Sell	16,699 -451	-3%	-$23.5K	0.36%	47
2025 Q4	$939K	Buy	17,150 +2,711	+19%	+$144K	0.44%	39
2025 Q3	$777K	Hold	14,439	–	–	0.41%	40
2025 Q2	$749K	Sell	14,439 -485	-3%	-$24K	0.47%	36
2025 Q1	$743K	Buy	+14,924	New	+$749K	0.53%	32

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cloud Capital Management's XLF Position: Q1 2026 in Review

Cloud Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.6% in Q1 2026, selling an estimated $23.5K and leaving 16,699 shares worth $824K. The position accounts for 0.36% of the portfolio, ranked #47.

Cloud Capital Management first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $939K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cloud Capital Management held 16,699 shares of State Street Financial Select Sector SPDR ETF worth $824K as of Q1 2026.
Cloud Capital Management sold 451 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $23.5K.
State Street Financial Select Sector SPDR ETF made up 0.36% of Cloud Capital Management's portfolio in Q1 2026, its #47 holding.
Cloud Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Cloud Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $939K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.