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

Nelson 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	$5.75M	Buy	107,249 +4,423	+4%	+$230K	0.63%	27
2026 Q1	$5.08M	Buy	102,826 +9,845	+11%	+$513K	0.62%	26
2025 Q4	$5.09M	Buy	92,981 +10,365	+13%	+$552K	0.6%	31
2025 Q3	$4.45M	Buy	82,616 +2,149	+3%	+$114K	0.53%	34
2025 Q2	$4.21M	Buy	80,467 +2,627	+3%	+$130K	0.56%	35
2025 Q1	$3.88M	Buy	77,840 +11,128	+17%	+$558K	0.67%	38
2024 Q4	$3.22M	Buy	66,712 +4,936	+8%	+$239K	0.53%	40
2024 Q3	$2.8M	Buy	61,776 +8,078	+15%	+$352K	0.47%	48
2024 Q2	$2.21M	Buy	53,698 +2,098	+4%	+$86.3K	0.39%	56
2024 Q1	$2.17M	Buy	51,600 +2,785	+6%	+$110K	0.42%	57
2023 Q4	$1.84M	Buy	48,815 +768	+2%	+$26.6K	0.41%	56
2023 Q3	$1.59M	Buy	48,047 +4,051	+9%	+$140K	0.39%	60
2023 Q2	$1.48M	Sell	43,996 -268	-0.6%	-$8.75K	0.38%	60
2023 Q1	$1.42M	Buy	44,264 +2,928	+7%	+$102K	0.4%	58
2022 Q4	$1.41M	Buy	41,336 +605	+1%	+$20.5K	0.41%	59
2022 Q3	$1.24M	Buy	40,731 +1,971	+5%	+$65.1K	0.36%	61
2022 Q2	$1.22M	Sell	38,760 -4,506	-10%	-$156K	0.34%	59
2022 Q1	$1.66M	Buy	43,266 +950	+2%	+$37.1K	0.32%	62
2021 Q4	$1.65M	Buy	42,316 +642	+2%	+$25.2K	0.31%	66
2021 Q3	$1.56M	Sell	41,674 -504	-1%	-$18.9K	0.31%	62
2021 Q2	$1.55M	Buy	42,178 +2,506	+6%	+$91.7K	0.31%	60
2021 Q1	$1.35M	Sell	39,672 -2,678	-6%	-$86K	0.29%	64
2020 Q4	$1.25M	Sell	42,350 -25,140	-37%	-$673K	0.27%	61
2020 Q3	$1.62M	Sell	67,490 -16,312	-19%	-$397K	0.28%	62
2020 Q2	$1.94M	Sell	83,802 -2,993	-3%	-$68K	0.42%	58
2020 Q1	$1.81M	Buy	86,795 +1,218	+1%	+$33.5K	0.49%	54
2019 Q4	$2.63M	Sell	85,577 -2,380	-3%	-$69.9K	0.55%	54
2019 Q3	$2.46M	Buy	87,957 +696	+0.8%	+$19.2K	0.58%	48
2019 Q2	$2.41M	Sell	87,261 -16,427	-16%	-$445K	0.57%	50
2019 Q1	$2.67M	Buy	103,688 +3,501	+3%	+$90.4K	0.66%	47
2018 Q4	$2.39M	Buy	100,187 +293	+0.3%	+$7.61K	0.66%	47
2018 Q3	$2.75M	Buy	99,894 +1,451	+1%	+$40.6K	0.63%	50
2018 Q2	$2.62M	Sell	98,443 -880	-0.9%	-$24.3K	0.67%	46
2018 Q1	$2.74M	Buy	99,323 +2,840	+3%	+$81.8K	0.71%	47
2017 Q4	$2.69M	Buy	96,483 +2,945	+3%	+$79.2K	0.84%	42
2017 Q3	$2.42M	Buy	93,538 +4,475	+5%	+$112K	0.8%	45
2017 Q2	$2.2M	Buy	89,063 +1,500	+2%	+$35.6K	0.74%	47
2017 Q1	$2.08M	Buy	87,563 +6,030	+7%	+$144K	0.7%	47
2016 Q4	$1.9M	Buy	81,533 +5,356	+7%	+$115K	0.66%	47
2016 Q3	$1.47M	Sell	76,177 -4,829	-6%	-$99.6K	0.52%	47
2016 Q2	$1.63M	Sell	81,006 -811	-1%	-$16.4K	0.61%	46
2016 Q1	$1.62M	Buy	81,817 +1,953	+2%	+$37.2K	0.61%	45
2015 Q4	$1.67M	Buy	79,864 +9,714	+14%	+$205K	0.64%	45
2015 Q3	$1.4M	Buy	70,150 +2,790	+4%	+$59.1K	0.53%	45
2015 Q2	$1.44M	Buy	67,360 +1,652	+3%	+$35.7K	0.52%	46
2015 Q1	$1.39M	Buy	65,708 +3,453	+6%	+$73.1K	0.5%	46
2014 Q4	$1.35M	Buy	62,255 +4,875	+8%	+$102K	0.5%	43
2014 Q3	$1.17M	Buy	57,380 +2,187	+4%	+$44.2K	0.44%	49
2014 Q2	$1.1M	Buy	55,193 +6,311	+13%	+$123K	0.44%	50
2014 Q1	$959K	Buy	48,882 +3,187	+7%	+$60.8K	0.42%	52
2013 Q4	$877K	Sell	45,695 -284	-0.6%	-$5.22K	0.39%	55
2013 Q3	$803K	Buy	45,979 +1,891	+4%	+$33.5K	0.38%	53
2013 Q2	$753K	Buy	+44,088	New	+$739K	0.39%	54

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

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

Nelson Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.3% in Q2 2026, buying an estimated $230K and bringing the position to 107,249 shares worth $5.75M. The position accounts for 0.63% of the portfolio, ranked #27.

Nelson Capital Management first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Nelson Capital Management held 107,249 shares of State Street Financial Select Sector SPDR ETF worth $5.75M as of Q2 2026.
Nelson Capital Management bought 4,423 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $230K.
State Street Financial Select Sector SPDR ETF made up 0.63% of Nelson Capital Management's portfolio in Q2 2026, its #27 holding.
Nelson Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.