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

January Capital Advisors’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	$2.55M	Buy	47,533 +29,076	+158%	+$1.51M	2.13%	12
2026 Q1	$911K	Buy	+18,457	New	+$962K	1.23%	21
2022 Q1	–	Sell	-46,816	Closed	-$1.83M	–	48
2021 Q4	$1.83M	Buy	+46,816	New	+$1.84M	1.45%	18

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 22.9% 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

January Capital Advisors's XLF Position: Q2 2026 in Review

January Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 158% in Q2 2026, buying an estimated $1.51M and bringing the position to 47,533 shares worth $2.55M. The position accounts for 2.13% of the portfolio, ranked #12.

January Capital Advisors first reported a position in XLF in Q4 2021 and has held it in 3 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

January Capital Advisors held 47,533 shares of State Street Financial Select Sector SPDR ETF worth $2.55M as of Q2 2026.
January Capital Advisors bought 29,076 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.51M.
State Street Financial Select Sector SPDR ETF made up 2.13% of January Capital Advisors's portfolio in Q2 2026, its #12 holding.
January Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.