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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$596K Buy
12,070
+2,044
+20% +$107K 0.01% 656
2025
Q4
$549K Sell
10,026
-1,124
-10% -$59.9K 0.01% 682
2025
Q3
$601K Sell
11,150
-229
-2% -$12.1K 0.01% 653
2025
Q2
$596K Buy
11,379
+665
+6% +$32.9K 0.01% 588
2025
Q1
$534K Sell
10,714
-911
-8% -$45.7K 0.01% 575
2024
Q4
$562K Buy
11,625
+5,288
+83% +$256K 0.01% 558
2024
Q3
$287K Buy
+6,337
New +$277K 0.01% 858
2017
Q2
Sell
-9,277
Closed -$220K 289
2017
Q1
$220K Buy
+9,277
New +$222K 0.03% 234

Other funds holding XLF

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

Coldstream Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q1 2026, buying an estimated $107K and bringing the position to 12,070 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #656.

Coldstream Capital Management first reported a position in XLF in Q1 2017 and has held it in 8 quarters since. The position peaked at $601K in Q3 2025. 1,844 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Coldstream Capital Management held 12,070 shares of State Street Financial Select Sector SPDR ETF worth $596K as of Q1 2026.
  • Coldstream Capital Management bought 2,044 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $107K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #656 holding.
  • Coldstream Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 8 quarters since.
  • Coldstream Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $601K in Q3 2025.
  • 1,844 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.