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 Q2	$267K	Hold	4,989	–	–	0.11%	132
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 $1.81T 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

Kapstone Financial Advisors's XLF Position: Q2 2026 in Review

Kapstone Financial Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,989 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #132.

Kapstone Financial Advisors first reported a position in XLF in Q4 2022 and has held it in 13 quarters since. The position peaked at $277K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kapstone Financial Advisors held 4,989 shares of State Street Financial Select Sector SPDR ETF worth $267K as of Q2 2026.
Kapstone Financial Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.11% of Kapstone Financial Advisors's portfolio in Q2 2026, its #132 holding.
Kapstone Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
Kapstone Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $277K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.