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

Evergreen 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	$951K	Sell	17,745 -733	-4%	-$38.1K	0.02%	565
2026 Q1	$912K	Hold	18,478	–	–	0.02%	524
2025 Q4	$1.01M	Sell	18,478 -4,125	-18%	-$220K	0.02%	467
2025 Q3	$1.22M	Buy	22,603 +372	+2%	+$19.7K	0.03%	360
2025 Q2	$1.16M	Sell	22,231 -429	-2%	-$21.2K	0.04%	338
2025 Q1	$1.13M	Sell	22,660 -310	-1%	-$15.5K	0.04%	316
2024 Q4	$1.11M	Sell	22,970 -972	-4%	-$47K	0.04%	321
2024 Q3	$1.09M	Buy	23,942 +4,275	+22%	+$187K	0.04%	320
2024 Q2	$809K	Buy	19,667 +12,500	+174%	+$514K	0.03%	348
2024 Q1	$302K	Buy	7,167 +230	+3%	+$9.08K	0.01%	628
2023 Q4	$261K	Buy	+6,937	New	+$240K	0.01%	657
2022 Q4	–	Sell	-7,066	Closed	-$215K	–	715
2022 Q3	$215K	Sell	7,066 -1,350	-16%	-$44.6K	0.01%	537
2022 Q2	$265K	Sell	8,416 -19,916	-70%	-$688K	0.01%	454
2022 Q1	$1.09M	Buy	28,332 +19,746	+230%	+$772K	0.04%	277
2021 Q4	$335K	Buy	8,586 +1,870	+28%	+$73.5K	0.01%	452
2021 Q3	$252K	Buy	6,716 +115	+2%	+$4.3K	0.01%	485
2021 Q2	$242K	Buy	+6,601	New	+$241K	0.01%	464
2020 Q4	–	Sell	-11,851	Closed	-$285K	–	469
2020 Q3	$285K	Hold	11,851	–	–	0.02%	336
2020 Q2	$274K	Sell	11,851 -275	-2%	-$6.25K	0.02%	321
2020 Q1	$252K	Buy	12,126 +601	+5%	+$16.5K	0.02%	299
2019 Q4	$355K	Hold	11,525	–	–	0.03%	316
2019 Q3	$323K	Hold	11,525	–	–	0.03%	295
2019 Q2	$318K	Buy	+11,525	New	+$312K	0.03%	304

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

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

Evergreen Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4% in Q2 2026, selling an estimated $38.1K and leaving 17,745 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #565.

Evergreen Capital Management first reported a position in XLF in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.22M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Evergreen Capital Management held 17,745 shares of State Street Financial Select Sector SPDR ETF worth $951K as of Q2 2026.
Evergreen Capital Management sold 733 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.1K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #565 holding.
Evergreen Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 23 quarters since.
Evergreen Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.22M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.