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

SCS 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 Q1	$1.1M	Sell	22,345 -8,348	-27%	-$435K	0.01%	265
2025 Q4	$1.68M	Sell	30,693 -50	-0.2%	-$2.66K	0.02%	230
2025 Q3	$1.66M	Buy	30,743 +1,455	+5%	+$77.1K	0.02%	233
2025 Q2	$1.53M	Buy	29,288 +381	+1%	+$18.9K	0.02%	244
2025 Q1	$1.44M	Buy	+28,907	New	+$1.45M	0.02%	233
2014 Q4	–	Sell	-20,485	Closed	-$417K	–	23
2014 Q3	$417K	Hold	20,485	–	–	0.02%	16
2014 Q2	$409K	Sell	20,485 -58,200	-74%	-$1.13M	0.02%	18
2014 Q1	$1.54M	Buy	78,685 +26,448	+51%	+$505K	0.1%	10
2013 Q4	$1M	Buy	52,237 +16,131	+45%	+$297K	0.09%	13
2013 Q3	$631K	Hold	36,106	–	–	0.06%	18
2013 Q2	$616K	Buy	+36,106	New	+$605K	0.09%	11

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCS Capital Management's XLF Position: Q1 2026 in Review

SCS Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q1 2026, selling an estimated $435K and leaving 22,345 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #265.

SCS Capital Management first reported a position in XLF in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

SCS Capital Management held 22,345 shares of State Street Financial Select Sector SPDR ETF worth $1.1M as of Q1 2026.
SCS Capital Management sold 8,348 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $435K.
State Street Financial Select Sector SPDR ETF made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #265 holding.
SCS Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 11 quarters since.
SCS Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.68M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.