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

CoreCap 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 Q3	$8.13M	Buy	152,160 +16,151	+12%	+$916K	0.23%	81
2026 Q2	$7.29M	Sell	136,009 -125,969	-48%	-$6.55M	0.22%	98
2026 Q1	$12.9M	Buy	261,978 +40,381	+18%	+$2.1M	0.44%	40
2025 Q4	$12.1M	Sell	221,597 -14,228	-6%	-$758K	0.42%	41
2025 Q3	$12.7M	Buy	235,825 +154,343	+189%	+$8.18M	0.46%	37
2025 Q2	$4.27M	Sell	81,482 -24,241	-23%	-$1.2M	0.17%	107
2025 Q1	$5.27M	Buy	105,723 +1,486	+1%	+$74.5K	0.23%	84
2024 Q4	$5.04M	Sell	104,237 -22,151	-18%	-$1.07M	0.23%	78
2024 Q3	$5.73M	Sell	126,388 -27,791	-18%	-$1.21M	0.27%	68
2024 Q2	$6.34M	Sell	154,179 -11,601	-7%	-$477K	0.66%	25
2024 Q1	$6.98M	Buy	165,780 +58,837	+55%	+$2.32M	0.37%	43
2023 Q4	$4.02M	Sell	106,943 -3,272	-3%	-$113K	0.26%	75
2023 Q3	$3.66M	Buy	110,215 +79,642	+260%	+$2.74M	0.26%	74
2023 Q2	$1.03M	Buy	+30,573	New	+$998K	0.07%	244
2022 Q4	$5.22M	Buy	152,644 +129,475	+559%	+$4.38M	0.37%	51
2022 Q3	$703K	Buy	23,169 +198	+0.9%	+$6.54K	0.06%	265
2022 Q2	$722K	Sell	22,971 -22,357	-49%	-$773K	0.06%	267
2022 Q1	$1.74M	Buy	45,328 +21,250	+88%	+$831K	0.12%	138
2021 Q4	$940K	Buy	+24,078	New	+$946K	0.06%	243

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

CoreCap Advisors's XLF Position: Q3 2026 in Review

CoreCap Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q3 2026, buying an estimated $916K and bringing the position to 152,160 shares worth $8.13M. The position accounts for 0.23% of the portfolio, ranked #81.

CoreCap Advisors first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q1 2026. 1,509 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

CoreCap Advisors held 152,160 shares of State Street Financial Select Sector SPDR ETF worth $8.13M as of Q3 2026.
CoreCap Advisors bought 16,151 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $916K.
State Street Financial Select Sector SPDR ETF made up 0.23% of CoreCap Advisors's portfolio in Q3 2026, its #81 holding.
CoreCap Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
CoreCap Advisors's State Street Financial Select Sector SPDR ETF position peaked at $12.9M in Q1 2026.
1,509 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.