Regatta Capital Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Regatta Capital Group’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	$221K	Buy	+4,126	New	+$214K	0.03%	208
2026 Q1	–	Sell	-4,021	Closed	-$220K	–	225
2025 Q4	$220K	Hold	4,021	–	–	0.03%	197
2025 Q3	$217K	Hold	4,021	–	–	0.03%	202
2025 Q2	$211K	Hold	4,021	–	–	0.04%	202
2025 Q1	$200K	Buy	+4,021	New	+$202K	0.04%	183
2022 Q2	–	Sell	-5,730	Closed	-$220K	–	172
2022 Q1	$220K	Sell	5,730 -431	-7%	-$16.8K	0.08%	161
2021 Q4	$241K	Buy	+6,161	New	+$242K	0.08%	165

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

Regatta Capital Group's XLF Position: Q2 2026 in Review

Regatta Capital Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,126 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #208 among its holdings. This is a return to the name: Regatta Capital Group previously reported a position in XLF as recently as Q4 2025.

Regatta Capital Group first reported a position in XLF in Q4 2021 and has held it in 7 quarters since. The position peaked at $241K in Q4 2021. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Regatta Capital Group held 4,126 shares of State Street Financial Select Sector SPDR ETF worth $221K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Regatta Capital Group position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Regatta Capital Group's portfolio in Q2 2026, its #208 holding.
Regatta Capital Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
Regatta Capital Group's State Street Financial Select Sector SPDR ETF position peaked at $241K in Q4 2021.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.