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

Sage Capital Management’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	$230K	Hold	4,293	–	–	0.09%	137
2026 Q1	$212K	Hold	4,293	–	–	0.1%	144
2025 Q4	$235K	Hold	4,293	–	–	0.11%	134
2025 Q3	$231K	Hold	4,293	–	–	0.1%	137
2025 Q2	$225K	Hold	4,293	–	–	0.11%	137
2025 Q1	$214K	Hold	4,293	–	–	0.12%	135
2024 Q4	$207K	Sell	4,293 -154	-3%	-$7.45K	0.1%	136
2024 Q3	$202K	Buy	+4,447	New	+$194K	0.1%	147

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

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

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

Sage Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,293 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #137.

Sage Capital Management first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $235K in Q4 2025. 693 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sage Capital Management held 4,293 shares of State Street Financial Select Sector SPDR ETF worth $230K as of Q2 2026.
Sage Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.09% of Sage Capital Management's portfolio in Q2 2026, its #137 holding.
Sage Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Sage Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $235K in Q4 2025.
693 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.