DCM
XLF icon

Dorato Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Dorato Capital Management’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 		$54.3K Hold
975
– – 0.04% 175
2026
Q1 		$49.9K Hold
975
– – 0.04% 174
2025
Q4 		$52.8K Buy
+975
New +$52K 0.04% 171

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Dorato Capital Management's XLF Position: Q2 2026 in Review

Dorato Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 975 shares worth $54.3K. The position accounts for 0.04% of the portfolio, ranked #175.

Dorato Capital Management first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,183 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Dorato Capital Management held 975 shares of State Street Financial Select Sector SPDR ETF worth $54.3K as of Q2 2026.
  • Dorato Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Dorato Capital Management's portfolio in Q2 2026, its #175 holding.
  • Dorato Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,183 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.