Freestone Capital Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.36M Buy
25,413
+9,579
+60% +$498K 0.04% 229
2026
Q1
$782K Buy
15,834
+325
+2% +$16.9K 0.02% 273
2025
Q4
$849K Hold
15,509
0.03% 264
2025
Q3
$835K Buy
15,509
+521
+3% +$27.6K 0.03% 264
2025
Q2
$785K Buy
14,988
+4
+0% +$198 0.03% 243
2025
Q1
$746K Sell
14,984
-967
-6% -$48.5K 0.03% 243
2024
Q4
$771K Sell
15,951
-913
-5% -$44.1K 0.03% 240
2024
Q3
$764K Buy
16,864
+1,908
+13% +$83.3K 0.03% 247
2024
Q2
$615K Sell
14,956
-285
-2% -$11.7K 0.02% 270
2024
Q1
$642K Buy
15,241
+2,957
+24% +$117K 0.02% 272
2023
Q4
$462K Buy
12,284
+4,500
+58% +$156K 0.02% 281
2023
Q3
$258K Hold
7,784
0.01% 309
2023
Q2
$262K Sell
7,784
-421
-5% -$13.7K 0.01% 322
2023
Q1
$264K Buy
8,205
+143
+2% +$4.97K 0.01% 307
2022
Q4
$276K Buy
8,062
+1,419
+21% +$48K 0.01% 300
2022
Q3
$202K Sell
6,643
-49
-0.7% -$1.62K 0.01% 347
2022
Q2
$210K Sell
6,692
-84
-1% -$2.9K 0.01% 380
2022
Q1
$260K Sell
6,776
-376
-5% -$14.7K 0.01% 495
2021
Q4
$279K Buy
+7,152
New +$281K 0.01% 421
2021
Q1
Sell
-958
Closed -$28.2K 1150
2020
Q4
$28.2K Buy
958
+852
+804% +$22.8K ﹤0.01% 677
2020
Q3
$2.55K Buy
+106
New +$2.58K ﹤0.01% 995

Other funds holding XLF

Freestone Capital Holdings's XLF Position: Q2 2026 in Review

Freestone Capital Holdings increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 60% in Q2 2026, buying an estimated $498K and bringing the position to 25,413 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #229.

Freestone Capital Holdings first reported a position in XLF in Q3 2020 and has held it in 21 quarters since. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Freestone Capital Holdings held 25,413 shares of State Street Financial Select Sector SPDR ETF worth $1.36M as of Q2 2026.
  • Freestone Capital Holdings bought 9,579 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $498K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Freestone Capital Holdings's portfolio in Q2 2026, its #229 holding.
  • Freestone Capital Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 21 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.