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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pallas Capital Advisors's XLF Position: Q1 2026 in Review

Pallas Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.5% in Q1 2026, selling an estimated $525K and leaving 96,163 shares worth $4.75M. The position accounts for 0.18% of the portfolio, ranked #108.

Pallas Capital Advisors first reported a position in XLF in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.78M in Q4 2024. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Pallas Capital Advisors held 96,163 shares of State Street Financial Select Sector SPDR ETF worth $4.75M as of Q1 2026.
  • Pallas Capital Advisors sold 10,078 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $525K.
  • State Street Financial Select Sector SPDR ETF made up 0.18% of Pallas Capital Advisors's portfolio in Q1 2026, its #108 holding.
  • Pallas Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
  • Pallas Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.78M in Q4 2024.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.