KG&L Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

KG&L 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 Q1	$693K	Sell	14,033 -2,786	-17%	-$145K	0.5%	56
2025 Q4	$921K	Sell	16,819 -247	-1%	-$13.2K	0.23%	93
2025 Q3	$919K	Sell	17,066 -2,955	-15%	-$157K	0.25%	89
2025 Q2	$1.05M	Sell	20,021 -43	-0.2%	-$2.13K	0.31%	68
2025 Q1	$999K	Sell	20,064 -189	-0.9%	-$9.48K	0.32%	69
2024 Q4	$979K	Buy	20,253 +87	+0.4%	+$4.21K	0.31%	72
2024 Q3	$914K	Sell	20,166 -125	-0.6%	-$5.45K	0.29%	76
2024 Q2	$834K	Sell	20,291 -1,083	-5%	-$44.6K	0.29%	75
2024 Q1	$900K	Buy	21,374 +96	+0.5%	+$3.79K	0.36%	62
2023 Q4	$800K	Buy	21,278 +136	+0.6%	+$4.71K	0.33%	62
2023 Q3	$701K	Buy	21,142 +168	+0.8%	+$5.79K	0.34%	65
2023 Q2	$707K	Sell	20,974 -463	-2%	-$15.1K	0.34%	64
2023 Q1	$689K	Sell	21,437 -102	-0.5%	-$3.54K	0.36%	63
2022 Q4	$737K	Sell	21,539 -80	-0.4%	-$2.71K	0.43%	55
2022 Q3	$656K	Buy	21,619 +93	+0.4%	+$3.07K	0.37%	64
2022 Q2	$677K	Buy	21,526 +804	+4%	+$27.8K	0.37%	64
2022 Q1	$794K	Buy	20,722 +561	+3%	+$21.9K	0.33%	72
2021 Q4	$787K	Buy	20,161 +754	+4%	+$29.6K	0.32%	72
2021 Q3	$728K	Buy	19,407 +77	+0.4%	+$2.88K	0.32%	71
2021 Q2	$709K	Buy	19,330 +385	+2%	+$14.1K	0.32%	73
2021 Q1	$645K	Sell	18,945 -168	-0.9%	-$5.4K	0.32%	69
2020 Q4	$563K	Buy	19,113 +732	+4%	+$19.6K	0.31%	75
2020 Q3	$442K	Sell	18,381 -99	-0.5%	-$2.41K	0.28%	71
2020 Q2	$427K	Buy	18,480 +699	+4%	+$15.9K	0.33%	64
2020 Q1	$370K	Sell	17,781 -821	-4%	-$22.6K	0.37%	63
2019 Q4	$572K	Sell	18,602 -272	-1%	-$7.98K	0.48%	53
2019 Q3	$528K	Buy	18,874 +79	+0.4%	+$2.18K	0.48%	53
2019 Q2	$518K	Sell	18,795 -735	-4%	-$19.9K	0.49%	55
2019 Q1	$502K	Sell	19,530 -3,925	-17%	-$101K	0.51%	55
2018 Q4	$558K	Buy	+23,455	New	+$609K	0.62%	47

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

KG&L Capital Management's XLF Position: Q1 2026 in Review

KG&L Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q1 2026, selling an estimated $145K and leaving 14,033 shares worth $693K. The position accounts for 0.5% of the portfolio, ranked #56.

KG&L Capital Management first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.05M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

KG&L Capital Management held 14,033 shares of State Street Financial Select Sector SPDR ETF worth $693K as of Q1 2026.
KG&L Capital Management sold 2,786 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $145K.
State Street Financial Select Sector SPDR ETF made up 0.5% of KG&L Capital Management's portfolio in Q1 2026, its #56 holding.
KG&L Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
KG&L Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.05M in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.