Rothschild Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-27,991
| Closed | -$1.53M | – | 110 |
|
|
2025
Q4 | $1.53M | Buy |
27,991
+7,671
| +38% | +$409K | 0.36% | 31 |
|
|
2025
Q3 | $1.09M | Hold |
20,320
| – | – | 0.26% | 30 |
|
|
2025
Q2 | $1.06M | Sell |
20,320
-23,450
| -54% | -$1.16M | 0.28% | 28 |
|
|
2025
Q1 | $2.18M | Buy |
43,770
+3,900
| +10% | +$196K | 0.57% | 26 |
|
|
2024
Q4 | $1.93M | Buy |
+39,870
| New | +$1.93M | 0.47% | 29 |
|
|
2023
Q2 | – | Sell |
-148,491
| Closed | -$4.79M | – | 30 |
|
|
2023
Q1 | $4.79M | Sell |
148,491
-83,347
| -36% | -$2.9M | 1.96% | 20 |
|
|
2022
Q4 | $7.95M | Buy |
231,838
+122,953
| +113% | +$4.16M | 3.36% | 15 |
|
|
2022
Q3 | $3.31M | Sell |
108,885
-180,052
| -62% | -$5.95M | 1.52% | 24 |
|
|
2022
Q2 | $9.09M | Buy |
288,937
+109,260
| +61% | +$3.78M | 3.8% | 9 |
|
|
2022
Q1 | $6.88M | Sell |
179,677
-107,346
| -37% | -$4.2M | 2.41% | 18 |
|
|
2021
Q4 | $11.2M | Buy |
287,023
+9,700
| +3% | +$381K | 3.34% | 11 |
|
|
2021
Q3 | $10.4M | Sell |
277,323
-40,465
| -13% | -$1.51M | 3.32% | 10 |
|
|
2021
Q2 | $11.7M | Sell |
317,788
-8,155
| -3% | -$298K | 3.73% | 8 |
|
|
2021
Q1 | $11.1M | Sell |
325,943
-404
| -0.1% | -$13K | 3.75% | 11 |
|
|
2020
Q4 | $9.62M | Buy |
326,347
+180,742
| +124% | +$4.84M | 3.44% | 12 |
|
|
2020
Q3 | $3.5M | Sell |
145,605
-34,435
| -19% | -$837K | 1.39% | 24 |
|
|
2020
Q2 | $4.17M | Buy |
180,040
+19,620
| +12% | +$446K | 1.74% | 21 |
|
|
2020
Q1 | $3.34M | Buy |
160,420
+27,838
| +21% | +$766K | 1.86% | 19 |
|
|
2019
Q4 | $4.08M | Sell |
132,582
-464
| -0.3% | -$13.6K | 1.86% | 22 |
|
|
2019
Q3 | $3.73M | Hold |
133,046
| – | – | 1.88% | 19 |
|
|
2019
Q2 | $3.67M | Hold |
133,046
| – | – | 1.8% | 20 |
|
|
2019
Q1 | $3.42M | Sell |
133,046
-1,024
| -0.8% | -$26.4K | 1.91% | 20 |
|
|
2018
Q4 | $3.19M | Buy |
134,070
+5,014
| +4% | +$130K | 1.72% | 22 |
|
|
2018
Q3 | $3.56M | Sell |
129,056
-50,220
| -28% | -$1.41M | 1.58% | 26 |
|
|
2018
Q2 | $4.77M | Sell |
179,276
-85,520
| -32% | -$2.36M | 1.99% | 18 |
|
|
2018
Q1 | $7.3M | Sell |
264,796
-82,280
| -24% | -$2.37M | 2.87% | 13 |
|
|
2017
Q4 | $9.69M | Buy |
347,076
+162,022
| +88% | +$4.36M | 3.8% | 6 |
|
|
2017
Q3 | $4.79M | Buy |
185,054
+26,492
| +17% | +$661K | 2.06% | 19 |
|
|
2017
Q2 | $3.91M | Sell |
158,562
-122,240
| -44% | -$2.9M | 1.48% | 26 |
|
|
2017
Q1 | $6.66M | Sell |
280,802
-137,142
| -33% | -$3.28M | 2.6% | 14 |
|
|
2016
Q4 | $9.72M | Buy |
417,944
+154,869
| +59% | +$3.32M | 4.13% | 6 |
|
|
2016
Q3 | $5.08M | Buy |
+263,075
| New | +$5.43M | 1.83% | 22 |
|
Other funds holding XLF
Rothschild Capital Partners's XLF Position: Q1 2026 in Review
Rothschild Capital Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 27,991 shares — an estimated $1.53M sold.
Rothschild Capital Partners first reported a position in XLF in Q3 2016 and held it in 32 quarters. The position peaked at $11.7M in Q2 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Rothschild Capital Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Rothschild Capital Partners sold 27,991 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.53M.
- Rothschild Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 32 quarters.
- Rothschild Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $11.7M in Q2 2021.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.