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

Sage Capital 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	$393K	Buy	7,340 +1	+0%	+$52	0.08%	114
2026 Q1	$362K	Sell	7,339 -299	-4%	-$15.6K	0.08%	110
2025 Q4	$418K	Buy	7,638 +1	+0%	+$53	0.1%	101
2025 Q3	$411K	Buy	7,637 +1	+0%	+$53	0.1%	105
2025 Q2	$400K	Sell	7,636 -474	-6%	-$23.5K	0.1%	105
2025 Q1	$404K	Buy	8,110 +85	+1%	+$4.26K	0.11%	101
2024 Q4	$388K	Buy	8,025 +1	+0%	+$48	0.1%	108
2024 Q3	$364K	Sell	8,024 -149	-2%	-$6.5K	0.09%	115
2024 Q2	$336K	Buy	8,173 +1	+0%	+$41	0.1%	114
2024 Q1	$344K	Buy	8,172 +3	+0%	+$118	0.1%	109
2023 Q4	$307K	Buy	8,169 +1	+0%	+$35	0.1%	106
2023 Q3	$271K	Sell	8,168 -263	-3%	-$9.06K	0.1%	110
2023 Q2	$284K	Buy	8,431 +2	+0%	+$65	0.1%	110
2023 Q1	$271K	Buy	8,429 +153	+2%	+$5.32K	0.1%	112
2022 Q4	$283K	Buy	8,276 +2	+0%	+$68	0.12%	106
2022 Q3	$251K	Buy	8,274 +3	+0%	+$99	0.13%	104
2022 Q2	$260K	Buy	8,271 +1	+0%	+$35	0.12%	89
2022 Q1	$313K	Sell	8,270 -4,539	-35%	-$177K	0.13%	85
2021 Q4	$503K	Buy	12,809 +3,752	+41%	+$147K	0.19%	72
2021 Q3	$340K	Sell	9,057 -1,499	-14%	-$56.1K	0.14%	81
2021 Q2	$386K	Sell	10,556 -5,874	-36%	-$215K	0.16%	80
2021 Q1	$559K	Buy	16,430 +1	+0%	+$32	0.25%	66
2020 Q4	$507K	Buy	16,429 +6,445	+65%	+$172K	0.25%	66
2020 Q3	$240K	Sell	9,984 -1,765	-15%	-$42.9K	0.15%	83
2020 Q2	$272K	Sell	11,749 -405	-3%	-$9.2K	0.17%	78
2020 Q1	$253K	Buy	12,154 +1,811	+18%	+$49.9K	0.21%	74
2019 Q4	$318K	Buy	10,343 +151	+1%	+$4.43K	0.2%	78
2019 Q3	$285K	Buy	+10,192	New	+$281K	0.22%	73
2018 Q2	–	Sell	-18,043	Closed	-$497K	–	93
2018 Q1	$497K	Buy	+18,043	New	+$520K	0.35%	56

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

Sage Capital Advisors's XLF Position: Q2 2026 in Review

Sage Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.01% in Q2 2026, buying an estimated $52 and bringing the position to 7,340 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #114.

Sage Capital Advisors first reported a position in XLF in Q1 2018 and has held it in 29 quarters since. The position peaked at $559K in Q1 2021. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sage Capital Advisors held 7,340 shares of State Street Financial Select Sector SPDR ETF worth $393K as of Q2 2026.
Sage Capital Advisors bought 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up 0.08% of Sage Capital Advisors's portfolio in Q2 2026, its #114 holding.
Sage Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 29 quarters since.
Sage Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $559K in Q1 2021.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.