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

Orleans 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	–	Sell	-3,700	Closed	-$203K	–	127
2025 Q4	$203K	Buy	+3,700	New	+$197K	0.13%	117
2025 Q3	–	Sell	-5,040	Closed	-$264K	–	113
2025 Q2	$264K	Buy	5,040 +460	+10%	+$22.8K	0.14%	91
2025 Q1	$228K	Sell	4,580 -300	-6%	-$15K	0.13%	86
2024 Q4	$252K	Buy	4,880 +450	+10%	+$21.8K	0.14%	84
2024 Q3	$201K	Buy	+4,430	New	+$193K	0.11%	91
2024 Q1	–	Sell	-6,885	Closed	-$259K	–	85
2023 Q4	$259K	Buy	+6,885	New	+$238K	0.17%	74
2022 Q2	–	Sell	-5,400	Closed	-$207K	–	82
2022 Q1	$207K	Sell	5,400 -500	-8%	-$19.5K	0.13%	80
2021 Q4	$230K	Buy	5,900 +400	+7%	+$15.7K	0.13%	77
2021 Q3	$206K	Buy	+5,500	New	+$206K	0.13%	76
2020 Q1	–	Sell	-8,750	Closed	-$269K	–	96
2019 Q4	$269K	Buy	+8,750	New	+$257K	0.19%	75
2019 Q1	–	Sell	-9,450	Closed	-$225K	–	83
2018 Q4	$225K	Sell	9,450 -5,350	-36%	-$139K	0.21%	73
2018 Q3	$408K	Sell	14,800 -1,950	-12%	-$54.6K	0.28%	68
2018 Q2	$445K	Sell	16,750 -800	-5%	-$22.1K	0.32%	65
2018 Q1	$484K	Buy	+17,550	New	+$505K	0.36%	63

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

Orleans Capital Management's XLF Position: Q1 2026 in Review

Orleans Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 3,700 shares — an estimated $203K sold.

Orleans Capital Management first reported a position in XLF in Q1 2018 and held it in 14 quarters. The position peaked at $484K in Q1 2018. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Orleans Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Orleans Capital Management sold 3,700 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $203K.
Orleans Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 14 quarters.
Orleans Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $484K in Q1 2018.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Orleans Capital Management's 13F filing for Q1 2026, filed 14 May 2026.