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

Prime Capital Investment 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 		$1.79M Sell
33,330
-29,345
-47% -$1.53M 0.02% 396
2026
Q1 		$3.09M Buy
62,675
+4,629
+8% +$241K 0.04% 299
2025
Q4 		$3.18M Sell
58,046
-3,214
-5% -$171K 0.04% 271
2025
Q3 		$3.3M Sell
61,260
-1,385
-2% -$73.4K 0.04% 266
2025
Q2 		$3.28M Sell
62,645
-15,692
-20% -$777K 0.04% 260
2025
Q1 		$3.9M Buy
78,337
+31,989
+69% +$1.6M 0.05% 261
2024
Q4 		$2.24M Buy
46,348
+18,611
+67% +$900K 0.03% 287
2024
Q3 		$1.26M Sell
27,737
-1,338
-5% -$58.4K 0.02% 394
2024
Q2 		$1.2M Sell
29,075
-8,119
-22% -$334K 0.02% 399
2024
Q1 		$1.57M Sell
37,194
-282,346
-88% -$11.1M 0.02% 386
2023
Q4 		$12M Buy
319,540
+28,841
+10% +$998K 0.18% 107
2023
Q3 		$9.64M Buy
290,699
+254,846
+711% +$8.78M 0.2% 100
2023
Q2 		$1.21M Sell
35,853
-59,888
-63% -$1.95M 0.02% 324
2023
Q1 		$3.08M Sell
95,741
-133,872
-58% -$4.65M 0.13% 132
2022
Q4 		$7.85M Buy
229,613
+30,387
+15% +$1.03M 0.3% 73
2022
Q3 		$6.05M Buy
199,226
+13,165
+7% +$435K 0.35% 58
2022
Q2 		$5.85M Sell
186,061
-275,198
-60% -$9.51M 0.35% 50
2022
Q1 		$18M Sell
461,259
-18,658
-4% -$729K 1% 15
2021
Q4 		$18.7M Buy
479,917
+137,205
+40% +$5.39M 1% 15
2021
Q3 		$12.9M Sell
342,712
-42,217
-11% -$1.58M 0.8% 19
2021
Q2 		$14.1M Buy
384,929
+72,153
+23% +$2.64M 0.82% 19
2021
Q1 		$10.7M Sell
312,776
-88,025
-22% -$2.83M 0.77% 19
2020
Q4 		$11.8M Buy
400,801
+232,349
+138% +$6.22M 0.91% 17
2020
Q3 		$4.05M Sell
168,452
-52,588
-24% -$1.28M 0.34% 52
2020
Q2 		$5.12M Sell
221,040
-8,453
-4% -$192K 0.48% 41
2020
Q1 		$4.78M Buy
229,493
+62,654
+38% +$1.72M 0.57% 30
2019
Q4 		$5.13M Buy
166,839
+1,150
+0.7% +$33.8K 0.59% 25
2019
Q3 		$4.64M Buy
165,689
+1,571
+1% +$43.4K 0.72% 35
2019
Q2 		$4.53M Buy
164,118
+164,085
+497,227% +$4.44M 0.83% 34
2019
Q1 		$1K Sell
33
-166,400
-100% -$4.29M ﹤0.01% 303
2018
Q4 		$3.96M Buy
166,433
+161,008
+2,968% +$4.18M 1.44% 20
2018
Q3 		$150K Buy
+5,425
New +$152K 0.05% 138

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prime Capital Investment Advisors's XLF Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 47% in Q2 2026, selling an estimated $1.53M and leaving 33,330 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #396.

Prime Capital Investment Advisors first reported a position in XLF in Q3 2018 and has held it in 32 quarters since. The position peaked at $18.7M in Q4 2021. 1,500 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Prime Capital Investment Advisors held 33,330 shares of State Street Financial Select Sector SPDR ETF worth $1.79M as of Q2 2026.
  • Prime Capital Investment Advisors sold 29,345 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.53M.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #396 holding.
  • Prime Capital Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
  • Prime Capital Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $18.7M in Q4 2021.
  • 1,500 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.