Pallas Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pallas Capital 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	$5.28M	Buy	98,549 +2,386	+2%	+$124K	0.16%	106
2026 Q1	$4.75M	Sell	96,163 -10,078	-9%	-$525K	0.18%	108
2025 Q4	$5.82M	Buy	106,241 +367	+0.3%	+$19.6K	0.19%	92
2025 Q3	$5.7M	Buy	105,874 +256	+0.2%	+$13.6K	0.21%	89
2025 Q2	$5.53M	Sell	105,618 -58,036	-35%	-$2.87M	0.21%	88
2025 Q1	$8.15M	Sell	163,654 -17,971	-10%	-$901K	0.34%	63
2024 Q4	$8.78M	Sell	181,625 -2,957	-2%	-$143K	0.38%	56
2024 Q3	$8.7M	Sell	184,582 -8,291	-4%	-$362K	0.37%	55
2024 Q2	$8.35M	Buy	192,873 +6,322	+3%	+$260K	0.38%	54
2024 Q1	$7.86M	Buy	186,551 +9,069	+5%	+$358K	0.33%	54
2023 Q4	$6.67M	Buy	177,482 +41,831	+31%	+$1.45M	0.36%	55
2023 Q3	$4.34M	Buy	135,651 +14,268	+12%	+$492K	0.26%	78
2023 Q2	$4.2M	Buy	121,383 +103,457	+577%	+$3.38M	0.19%	75
2023 Q1	$594K	Sell	17,926 -1,835	-9%	-$63.8K	0.06%	172
2022 Q4	$699K	Sell	19,761 -1,178	-6%	-$39.8K	0.07%	171
2022 Q3	$697K	Sell	20,939 -3	-0%	-$99	0.08%	151
2022 Q2	$686K	Sell	20,942 -13,694	-40%	-$473K	0.09%	135
2022 Q1	$1.28M	Sell	34,636 -1,874	-5%	-$73.2K	0.16%	111
2021 Q4	$1.4M	Sell	36,510 -3,197	-8%	-$126K	0.17%	101
2021 Q3	$1.61M	Sell	39,707 -1,655	-4%	-$61.9K	0.18%	102
2021 Q2	$1.51M	Buy	+41,362	New	+$1.51M	0.21%	87

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

Pallas Capital Advisors's XLF Position: Q2 2026 in Review

Pallas Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.5% in Q2 2026, buying an estimated $124K and bringing the position to 98,549 shares worth $5.28M. The position accounts for 0.16% of the portfolio, ranked #106.

Pallas Capital Advisors first reported a position in XLF in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.78M in Q4 2024. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Pallas Capital Advisors held 98,549 shares of State Street Financial Select Sector SPDR ETF worth $5.28M as of Q2 2026.
Pallas Capital Advisors bought 2,386 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
State Street Financial Select Sector SPDR ETF made up 0.16% of Pallas Capital Advisors's portfolio in Q2 2026, its #106 holding.
Pallas Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Pallas Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.78M in Q4 2024.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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