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
2022 Q3	–	Sell	-9,000	Closed	-$9K	–	455
2022 Q2	$9K	Buy	+9,000	New	+$311K	﹤0.01%	379

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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. 1,453 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.
1,453 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.