Private Capital Management (Florida)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Private Capital Management (Florida)’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	$372K	Sell	7,534 -276	-4%	-$14.4K	0.04%	155
2025 Q4	$428K	Sell	7,810 -213	-3%	-$11.3K	0.04%	130
2025 Q3	$432K	Sell	8,023 -73	-0.9%	-$3.87K	0.04%	121
2025 Q2	$424K	Sell	8,096 -120	-1%	-$5.94K	0.04%	118
2025 Q1	$409K	Sell	8,216 -614	-7%	-$30.8K	0.04%	112
2024 Q4	$427K	Sell	8,830 -4,452	-34%	-$215K	0.04%	107
2024 Q3	$602K	Buy	13,282 +18	+0.1%	+$785	0.06%	90
2024 Q2	$545K	Sell	13,264 -244	-2%	-$10K	0.06%	90
2024 Q1	$569K	Sell	13,508 -148	-1%	-$5.84K	0.06%	89
2023 Q4	$513K	Buy	13,656 +57	+0.4%	+$1.97K	0.06%	100
2023 Q3	$451K	Sell	13,599 -266	-2%	-$9.17K	0.05%	105
2023 Q2	$467K	Sell	13,865 -30,105	-68%	-$983K	0.06%	103
2023 Q1	$1.41M	Buy	43,970 +36,664	+502%	+$1.27M	0.16%	52
2022 Q4	$250K	Buy	7,306 +732	+11%	+$24.8K	0.03%	104
2022 Q3	$200K	Buy	+6,574	New	+$217K	0.03%	137

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

Private Capital Management (Florida)'s XLF Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q1 2026, selling an estimated $14.4K and leaving 7,534 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #155.

Private Capital Management (Florida) first reported a position in XLF in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q1 2023. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Private Capital Management (Florida) held 7,534 shares of State Street Financial Select Sector SPDR ETF worth $372K as of Q1 2026.
Private Capital Management (Florida) sold 276 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $14.4K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #155 holding.
Private Capital Management (Florida) first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Private Capital Management (Florida)'s State Street Financial Select Sector SPDR ETF position peaked at $1.41M in Q1 2023.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.