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

Pointe 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	$300K	Hold	6,072	–	–	0.15%	120
2025 Q4	$333K	Sell	6,072 -750	-11%	-$40K	0.17%	113
2025 Q3	$368K	Buy	6,822 +3	+0%	+$159	0.18%	117
2025 Q2	$357K	Sell	6,819 -23	-0.3%	-$1.14K	0.19%	114
2025 Q1	$341K	Buy	6,842 +3	+0%	+$150	0.2%	112
2024 Q4	$331K	Buy	6,839 +2	+0%	+$97	0.19%	118
2024 Q3	$310K	Buy	6,837 +3	+0%	+$131	0.18%	119
2024 Q2	$281K	Buy	6,834 +3	+0%	+$123	0.17%	122
2024 Q1	$288K	Buy	6,831 +94	+1%	+$3.71K	0.18%	125
2023 Q4	$253K	Buy	6,737 +3	+0%	+$104	0.18%	127
2023 Q3	$223K	Buy	6,734 +3	+0%	+$103	0.17%	125
2023 Q2	$227K	Buy	6,731 +4	+0.1%	+$131	0.17%	132
2023 Q1	$216K	Buy	6,727 +4	+0.1%	+$139	0.16%	136
2022 Q4	$230K	Buy	6,723 +4	+0.1%	+$135	0.18%	134
2022 Q3	$204K	Buy	6,719 +3	+0%	+$99	0.16%	130
2022 Q2	$211K	Buy	6,716 +4	+0.1%	+$138	0.16%	132
2022 Q1	$257K	Buy	6,712 +3	+0%	+$117	0.16%	132
2021 Q4	$262K	Buy	6,709 +3	+0%	+$118	0.16%	131
2021 Q3	$252K	Hold	6,706	–	–	0.17%	125
2021 Q2	$246K	Sell	6,706 -311	-4%	-$11.4K	0.17%	128
2021 Q1	$239K	Sell	7,017 -1,219	-15%	-$39.2K	0.17%	126
2020 Q4	$243K	Buy	+8,236	New	+$220K	0.21%	118
2020 Q3	–	Sell	-8,836	Closed	-$204K	–	136
2020 Q2	$204K	Sell	8,836 -1,500	-15%	-$34.1K	0.18%	124
2020 Q1	$215K	Hold	10,336	–	–	0.21%	111
2019 Q4	$318K	Hold	10,336	–	–	0.27%	105
2019 Q3	$289K	Sell	10,336 -2,000	-16%	-$55.2K	0.24%	110
2019 Q2	$340K	Sell	12,336 -851	-6%	-$23K	0.28%	102
2019 Q1	$339K	Buy	13,187 +412	+3%	+$10.6K	0.28%	99
2018 Q4	$304K	Buy	12,775 +1,000	+8%	+$26K	0.3%	98
2018 Q3	$325K	Hold	11,775	–	–	0.26%	114
2018 Q2	$313K	Buy	11,775 +2,450	+26%	+$67.6K	0.27%	104
2018 Q1	$257K	Buy	+9,325	New	+$269K	0.22%	129

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

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

Pointe Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 6,072 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #120.

Pointe Capital Management first reported a position in XLF in Q1 2018 and has held it in 32 quarters since. The position peaked at $368K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Pointe Capital Management held 6,072 shares of State Street Financial Select Sector SPDR ETF worth $300K as of Q1 2026.
Pointe Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.15% of Pointe Capital Management's portfolio in Q1 2026, its #120 holding.
Pointe Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
Pointe Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $368K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.