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

Kathmere Capital Management’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	$443K	Hold	8,266	–	–	0.02%	424
2026 Q1	$408K	Buy	8,266 +3,986	+93%	+$208K	0.03%	396
2025 Q4	$234K	Sell	4,280 -438	-9%	-$23.3K	0.02%	480
2025 Q3	$254K	Buy	4,718 +203	+4%	+$10.8K	0.02%	434
2025 Q2	$236K	Buy	4,515 +203	+5%	+$10K	0.02%	417
2025 Q1	$215K	Hold	4,312	–	–	0.02%	402
2024 Q4	$208K	Buy	+4,312	New	+$208K	0.02%	388
2021 Q1	–	Sell	-3,889	Closed	-$115K	–	413
2020 Q4	$115K	Sell	3,889 -240	-6%	-$6.42K	0.02%	182
2020 Q3	$99K	Buy	+4,129	New	+$100K	0.02%	180

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 22.96% 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

Kathmere Capital Management's XLF Position: Q2 2026 in Review

Kathmere Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 8,266 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #424.

Kathmere Capital Management first reported a position in XLF in Q3 2020 and has held it in 9 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kathmere Capital Management held 8,266 shares of State Street Financial Select Sector SPDR ETF worth $443K as of Q2 2026.
Kathmere Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #424 holding.
Kathmere Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and has held it in 9 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.