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
2023 Q4	–	Sell	-20,000	Closed	-$663K	–	1386
2023 Q3	$663K	Hold	20,000	–	–	0.04%	398
2023 Q2	$674K	Hold	20,000	–	–	0.04%	374
2023 Q1	$643K	Hold	20,000	–	–	0.04%	391
2022 Q4	$684K	Buy	+20,000	New	+$676K	0.04%	464
2022 Q1	–	Sell	-203,600	Closed	-$7.95M	–	2293
2021 Q4	$7.95M	Buy	203,600 +193,800	+1,978%	+$7.62M	0.2%	60
2021 Q3	$368K	Sell	9,800 -250,400	-96%	-$9.37M	0.01%	1042
2021 Q2	$9.55M	Buy	260,200 +26,300	+11%	+$962K	0.28%	45
2021 Q1	$7.96M	Buy	233,900 +85,200	+57%	+$2.74M	0.21%	55
2020 Q4	$4.38M	Buy	148,700 +34,900	+31%	+$934K	0.11%	128
2020 Q3	$2.74M	Sell	113,800 -264,800	-70%	-$6.44M	0.13%	104
2020 Q2	$8.76M	Buy	+378,600	New	+$8.6M	0.48%	22
2020 Q1	–	Sell	-7,000	Closed	-$215K	–	2108
2019 Q4	$215K	Buy	+7,000	New	+$205K	0.01%	838
2019 Q1	–	Sell	-14,600	Closed	-$348K	–	2247
2018 Q4	$348K	Buy	+14,600	New	+$379K	0.02%	575
2018 Q3	–	Sell	-71,800	Closed	-$1.91M	–	2082
2018 Q2	$1.91M	Sell	71,800 -14,000	-16%	-$386K	0.12%	171
2018 Q1	$2.37M	Buy	85,800 +83,100	+3,078%	+$2.39M	0.17%	94
2017 Q4	$75K	Sell	2,700 -16,300	-86%	-$439K	0.01%	859
2017 Q3	$491K	Sell	19,000 -6,300	-25%	-$157K	0.04%	384
2017 Q2	$624K	Buy	+25,300	New	+$600K	0.06%	296
2016 Q2	–	Sell	-8,544	Closed	-$169K	–	1776
2016 Q1	$169K	Buy	+8,544	New	+$163K	0.02%	605

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

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

Prelude Capital Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 20,373 shares worth $1.01M. The stake represents 0.08% of the portfolio and ranks #307 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in XLF as recently as Q2 2025.

Prelude Capital Management first reported a position in XLF in Q4 2015 and has held it in 22 quarters since. The position peaked at $2.05M in Q1 2018. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Prelude Capital Management held 20,373 shares of State Street Financial Select Sector SPDR ETF worth $1.01M as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Prelude Capital Management position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.08% of Prelude Capital Management's portfolio in Q1 2026, its #307 holding.
Prelude Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 22 quarters since.
Prelude Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $2.05M in Q1 2018.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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