SCA
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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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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. 552 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.
  • 552 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.