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

Kapstone Financial 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 Q1	$246K	Sell	4,989 -66	-1%	-$3.44K	0.12%	119
2025 Q4	$277K	Hold	5,055	–	–	0.14%	95
2025 Q3	$272K	Hold	5,055	–	–	0.13%	88
2025 Q2	$265K	Buy	5,055 +131	+3%	+$6.48K	0.13%	88
2025 Q1	$245K	Hold	4,924	–	–	0.14%	89
2024 Q4	$253K	Hold	4,924	–	–	0.13%	90
2024 Q3	$222K	Hold	4,924	–	–	0.13%	95
2024 Q2	$202K	Sell	4,924 -780	-14%	-$32.1K	0.13%	102
2024 Q1	$240K	Hold	5,704	–	–	0.16%	91
2023 Q4	$220K	Buy	+5,704	New	+$197K	0.17%	94
2023 Q3	–	Sell	-5,704	Closed	-$202K	–	101
2023 Q2	$202K	Buy	+5,704	New	+$186K	0.17%	99
2023 Q1	–	Sell	-5,704	Closed	-$209K	–	104
2022 Q4	$209K	Buy	+5,704	New	+$193K	0.19%	95

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

Kapstone Financial Advisors's XLF Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.3% in Q1 2026, selling an estimated $3.44K and leaving 4,989 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #119.

Kapstone Financial Advisors first reported a position in XLF in Q4 2022 and has held it in 12 quarters since. The position peaked at $277K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Kapstone Financial Advisors held 4,989 shares of State Street Financial Select Sector SPDR ETF worth $246K as of Q1 2026.
Kapstone Financial Advisors sold 66 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.44K.
State Street Financial Select Sector SPDR ETF made up 0.12% of Kapstone Financial Advisors's portfolio in Q1 2026, its #119 holding.
Kapstone Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Kapstone Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $277K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.