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 Q2	$927K	Sell	17,285 -5,060	-23%	-$263K	0.01%	301
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 $1.81T 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

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

SCS Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2026, selling an estimated $263K and leaving 17,285 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #301.

SCS Capital Management first reported a position in XLF in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.68M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SCS Capital Management held 17,285 shares of State Street Financial Select Sector SPDR ETF worth $927K as of Q2 2026.
SCS Capital Management sold 5,060 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $263K.
State Street Financial Select Sector SPDR ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #301 holding.
SCS Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 12 quarters since.
SCS Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.68M in Q4 2025.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.