CA
XLF icon

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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors's XLF Position: Q2 2026 in Review

CoreCap Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 48% in Q2 2026, selling an estimated $6.55M and leaving 136,009 shares worth $7.29M. The position accounts for 0.22% of the portfolio, ranked #98.

CoreCap Advisors first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.9M in Q1 2026. 497 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • CoreCap Advisors held 136,009 shares of State Street Financial Select Sector SPDR ETF worth $7.29M as of Q2 2026.
  • CoreCap Advisors sold 125,969 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.55M.
  • State Street Financial Select Sector SPDR ETF made up 0.22% of CoreCap Advisors's portfolio in Q2 2026, its #98 holding.
  • CoreCap Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's State Street Financial Select Sector SPDR ETF position peaked at $12.9M in Q1 2026.
  • 497 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.