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

Hourglass Capital’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 Q1	$244K	Buy	+4,937	New	+$257K	0.05%	119
2021 Q1	–	Sell	-10,200	Closed	-$301K	–	136
2020 Q4	$301K	Buy	+10,200	New	+$273K	0.09%	110

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hourglass Capital's XLF Position: Q1 2026 in Review

Hourglass Capital opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 4,937 shares worth $244K. The stake represents 0.05% of the portfolio and ranks #119 among its holdings. This is a return to the name: Hourglass Capital previously reported a position in XLF as recently as Q4 2020.

Hourglass Capital first reported a position in XLF in Q4 2020 and has held it in 2 quarters since. The position peaked at $301K in Q4 2020. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Hourglass Capital held 4,937 shares of State Street Financial Select Sector SPDR ETF worth $244K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Hourglass Capital position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of Hourglass Capital's portfolio in Q1 2026, its #119 holding.
Hourglass Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 2 quarters since.
Hourglass Capital's State Street Financial Select Sector SPDR ETF position peaked at $301K in Q4 2020.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Hourglass Capital's 13F filing for Q1 2026, filed 4 May 2026.