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

JB 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	$624K	Buy	12,636 +1,839	+17%	+$95.8K	0.03%	169
2025 Q4	$591K	Buy	10,797 +1,163	+12%	+$62K	0.02%	168
2025 Q3	$519K	Buy	9,634 +1,855	+24%	+$98.3K	0.02%	172
2025 Q2	$407K	Buy	+7,779	New	+$385K	0.02%	178
2024 Q1	–	Sell	-10,034	Closed	-$377K	–	231
2023 Q4	$377K	Buy	+10,034	New	+$347K	0.03%	153
2023 Q1	–	Sell	-6,406	Closed	-$219K	–	180
2022 Q4	$219K	Buy	+6,406	New	+$217K	0.02%	160

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

JB Capital's XLF Position: Q1 2026 in Review

JB Capital increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q1 2026, buying an estimated $95.8K and bringing the position to 12,636 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #169.

JB Capital first reported a position in XLF in Q4 2022 and has held it in 6 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

JB Capital held 12,636 shares of State Street Financial Select Sector SPDR ETF worth $624K as of Q1 2026.
JB Capital bought 1,839 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $95.8K.
State Street Financial Select Sector SPDR ETF made up 0.03% of JB Capital's portfolio in Q1 2026, its #169 holding.
JB Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.