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

Collaborative 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
2026 Q2	$2.18M	Buy	+40,698	New	+$2.12M	1.38%	13

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Collaborative Capital Advisors's XLF Position: Q2 2026 in Review

Collaborative Capital Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 40,698 shares worth $2.18M. The stake represents 1.38% of the portfolio and ranks #13 among its holdings.

1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Collaborative Capital Advisors held 40,698 shares of State Street Financial Select Sector SPDR ETF worth $2.18M as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Collaborative Capital Advisors position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 1.38% of Collaborative Capital Advisors's portfolio in Q2 2026, its #13 holding.
1,884 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Collaborative Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.