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

Prelude 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	$1.97M	Buy	36,707 +16,334	+80%	+$849K	0.14%	180
2026 Q1	$1.01M	Buy	+20,373	New	+$1.06M	0.08%	307
2025 Q3	–	Sell	-10,040	Closed	-$526K	–	1419
2025 Q2	$526K	Buy	+10,040	New	+$497K	0.05%	427
2025 Q1	–	Sell	-14,699	Closed	-$737K	–	1567
2024 Q4	$710K	Buy	+14,699	New	+$711K	0.04%	476
2024 Q3	–	Sell	-15,000	Closed	-$655K	–	1581
2024 Q2	$617K	Sell	15,000 -10,000	-40%	-$412K	0.04%	453
2024 Q1	$1.05M	Buy	+25,000	New	+$987K	0.06%	388
2023 Q2	–	Sell	-10,633	Closed	-$347K	–	1375
2023 Q1	$342K	Buy	+10,633	New	+$370K	0.02%	598
2022 Q1	–	Sell	-6,487	Closed	-$254K	–	2294
2021 Q4	$253K	Sell	6,487 -46,870	-88%	-$1.84M	0.01%	1418
2021 Q3	$2M	Buy	53,357 +8,975	+20%	+$336K	0.05%	304
2021 Q2	$1.63M	Buy	+44,382	New	+$1.62M	0.05%	380
2021 Q1	–	Sell	-11,460	Closed	-$368K	–	1858
2020 Q4	$338K	Sell	11,460 -29,669	-72%	-$794K	0.01%	868
2020 Q3	$990K	Buy	41,129 +39,591	+2,574%	+$963K	0.05%	279
2020 Q2	$36K	Buy	+1,538	New	+$34.9K	﹤0.01%	1252
2020 Q1	–	Sell	-3,604	Closed	-$99.2K	–	2109
2019 Q4	$111K	Buy	+3,604	New	+$106K	﹤0.01%	1063
2019 Q2	–	Sell	-35,898	Closed	-$923K	–	2204
2019 Q1	$923K	Sell	35,898 -39,885	-53%	-$1.03M	0.05%	346
2018 Q4	$1.8M	Buy	75,783 +37,528	+98%	+$975K	0.12%	196
2018 Q3	$1.05M	Sell	38,255 -26,505	-41%	-$742K	0.06%	357
2018 Q2	$1.72M	Sell	64,760 -9,727	-13%	-$268K	0.11%	192
2018 Q1	$2.05M	Buy	74,487 +66,963	+890%	+$1.93M	0.15%	115
2017 Q4	$210K	Buy	7,524 +1,029	+16%	+$27.7K	0.02%	600
2017 Q3	$168K	Sell	6,495 -13,906	-68%	-$347K	0.02%	706
2017 Q2	$503K	Buy	+20,401	New	+$484K	0.05%	330
2016 Q1	–	Sell	-62,030	Closed	-$1.18M	–	1561
2015 Q4	$1.3M	Buy	+62,030	New	+$1.31M	0.2%	124

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

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

Prelude Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 80% in Q2 2026, buying an estimated $849K and bringing the position to 36,707 shares worth $1.97M. The position accounts for 0.14% of the portfolio, ranked #180.

Prelude Capital Management first reported a position in XLF in Q4 2015 and has held it in 23 quarters since. The position peaked at $2.05M in Q1 2018. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Prelude Capital Management held 36,707 shares of State Street Financial Select Sector SPDR ETF worth $1.97M as of Q2 2026.
Prelude Capital Management bought 16,334 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $849K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Prelude Capital Management's portfolio in Q2 2026, its #180 holding.
Prelude Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 23 quarters since.
Prelude Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $2.05M in Q1 2018.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.