COWA LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

COWA LLC’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	$429K	Hold	8,000	–	–	0.11%	121
2026 Q1	$395K	Hold	8,000	–	–	0.11%	116
2025 Q4	$438K	Hold	8,000	–	–	0.13%	108
2025 Q3	$431K	Sell	8,000 -29	-0.4%	-$1.54K	0.14%	101
2025 Q2	$420K	Buy	8,029 +29	+0.4%	+$1.44K	0.16%	93
2025 Q1	$398K	Hold	8,000	–	–	0.17%	97
2024 Q4	$387K	Hold	8,000	–	–	0.18%	95
2024 Q3	$363K	Sell	8,000 -300	-4%	-$13.1K	0.17%	93
2024 Q2	$341K	Hold	8,300	–	–	0.18%	90
2024 Q1	$350K	Hold	8,300	–	–	0.21%	87
2023 Q4	$312K	Hold	8,300	–	–	0.19%	88
2023 Q3	$275K	Hold	8,300	–	–	0.19%	86
2023 Q2	$280K	Sell	8,300 -9,383	-53%	-$306K	0.18%	89
2023 Q1	$258K	Buy	17,683 +8,633	+95%	+$300K	0.21%	91
2022 Q4	$368K	Sell	9,050 -2,730	-23%	-$92.3K	0.23%	82
2022 Q3	$359K	Buy	11,780 +2,530	+27%	+$83.6K	0.24%	76
2022 Q2	$290K	Sell	9,250 -500	-5%	-$17.3K	0.17%	99
2022 Q1	$374K	Sell	9,750 -40	-0.4%	-$1.56K	0.19%	92
2021 Q4	$382K	Buy	9,790 +500	+5%	+$19.7K	0.19%	84
2021 Q3	$349K	Hold	9,290	–	–	0.2%	88
2021 Q2	$344K	Sell	9,290 -600	-6%	-$21.9K	0.21%	79
2021 Q1	$347K	Buy	9,890 +690	+8%	+$22.2K	0.21%	85
2020 Q4	$288K	Buy	+9,200	New	+$246K	0.22%	83

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

COWA LLC's XLF Position: Q2 2026 in Review

COWA LLC held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 8,000 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #121.

COWA LLC first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $438K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

COWA LLC held 8,000 shares of State Street Financial Select Sector SPDR ETF worth $429K as of Q2 2026.
COWA LLC left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.11% of COWA LLC's portfolio in Q2 2026, its #121 holding.
COWA LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
COWA LLC's State Street Financial Select Sector SPDR ETF position peaked at $438K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.