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

Cottage Street 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	–	Sell	-4,315	Closed	-$213K	–	157
2026 Q1	$213K	Buy	4,315 +10	+0.2%	+$521	0.09%	128
2025 Q4	$236K	Sell	4,305 -13	-0.3%	-$693	0.1%	119
2025 Q3	$233K	Buy	4,318 +7	+0.2%	+$371	0.1%	120
2025 Q2	$226K	Sell	4,311 -2,836	-40%	-$140K	0.12%	103
2025 Q1	$356K	Sell	7,147 -404	-5%	-$20.3K	0.18%	79
2024 Q4	$365K	Buy	+7,551	New	+$365K	0.19%	79
2024 Q1	–	Sell	-6,835	Closed	-$256K	–	94
2023 Q4	$256K	Buy	6,835 +40	+0.6%	+$1.39K	0.17%	76
2023 Q3	$225K	Sell	6,795 -348	-5%	-$12K	0.16%	81
2023 Q2	$241K	Sell	7,143 -518	-7%	-$16.9K	0.17%	75
2023 Q1	$246K	Buy	+7,661	New	+$266K	0.19%	73
2022 Q4	–	Sell	-10,681	Closed	-$324K	–	80
2022 Q3	$324K	Sell	10,681 -15,983	-60%	-$528K	0.27%	63
2022 Q2	$839K	Sell	26,664 -7,123	-21%	-$246K	0.63%	41
2022 Q1	$1.29M	Buy	33,787 +22,702	+205%	+$887K	0.77%	39
2021 Q4	$433K	Buy	+11,085	New	+$436K	0.25%	74

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cottage Street Advisors's XLF Position: Q2 2026 in Review

Cottage Street Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,315 shares — an estimated $213K sold.

Cottage Street Advisors first reported a position in XLF in Q4 2021 and held it in 14 quarters. The position peaked at $1.29M in Q1 2022. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cottage Street Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Cottage Street Advisors sold 4,315 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $213K.
Cottage Street Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
Cottage Street Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.29M in Q1 2022.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.