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

JCSD 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	$24.7M	Buy	+500,000	New	+$26.1M	26.12%	1
2023 Q2	–	Hold	0	–	-$244K	–	53
2023 Q1	–	Hold	0	–	–	–	30
2022 Q4	–	Hold	0	–	–	–	35
2022 Q3	–	Hold	0	–	-$52K	–	84
2022 Q2	–	Hold	0	–	–	–	57
2022 Q1	–	Hold	0	–	–	–	51
2021 Q4	–	Hold	0	–	–	–	49
2021 Q3	–	Hold	0	–	–	–	42
2021 Q2	–	Hold	0	–	–	–	24
2021 Q1	–	Hold	0	–	–	–	21
2020 Q4	–	Sell	-27,134	Closed	-$726K	–	21
2020 Q3	$332K	Buy	+27,134	New	+$660K	0.4%	42

Other funds holding XLF

JP Morgan Chase

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

Bank of America

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

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

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

Royal Bank of Canada

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