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

Sierra Capital’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	$7.62M	Sell	142,127 -14,618	-9%	-$760K	0.74%	40
2026 Q1	$7.74M	Buy	156,745 +13	+0%	+$677	0.84%	35
2025 Q4	$8.58M	Buy	156,732 +9	+0%	+$480	0.91%	31
2025 Q3	$8.44M	Buy	156,723 +8	+0%	+$424	0.93%	32
2025 Q2	$8.21M	Buy	156,715 +8	+0%	+$396	0.95%	30
2025 Q1	$7.81M	Buy	156,707 +9	+0%	+$451	0.94%	32
2024 Q4	$7.57M	Buy	156,698 +11	+0%	+$532	0.9%	35
2024 Q3	$7.1M	Buy	156,687 +81,549	+109%	+$3.56M	0.85%	34
2024 Q2	$3.09M	Buy	75,138 +10	+0%	+$412	0.41%	61
2024 Q1	$3.16M	Buy	75,128 +18,945	+34%	+$748K	0.41%	61
2023 Q4	$2.11M	Buy	56,183 +12	+0%	+$415	0.31%	73
2023 Q3	$1.86M	Buy	56,171 +27,341	+95%	+$942K	0.3%	75
2023 Q2	$972K	Buy	28,830 +11	+0%	+$359	0.15%	110
2023 Q1	$927K	Buy	28,819 +12	+0%	+$417	0.15%	110
2022 Q4	$985K	Buy	28,807 +15	+0.1%	+$507	0.17%	103
2022 Q3	$874K	Buy	28,792 +13	+0%	+$430	0.16%	103
2022 Q2	$905K	Sell	28,779 -15,487	-35%	-$535K	0.16%	104
2022 Q1	$1.7M	Buy	44,266 +169	+0.4%	+$6.61K	0.27%	80
2021 Q4	$1.72M	Buy	44,097 +208	+0.5%	+$8.18K	0.26%	86
2021 Q3	$1.77M	Buy	43,889 +185	+0.4%	+$6.92K	0.3%	79
2021 Q2	$1.6M	Sell	43,704 -7,136	-14%	-$261K	0.3%	83
2021 Q1	$1.73M	Buy	+50,840	New	+$1.63M	0.32%	76

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

Sierra Capital's XLF Position: Q2 2026 in Review

Sierra Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.3% in Q2 2026, selling an estimated $760K and leaving 142,127 shares worth $7.62M. The position accounts for 0.74% of the portfolio, ranked #40.

Sierra Capital first reported a position in XLF in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.58M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sierra Capital held 142,127 shares of State Street Financial Select Sector SPDR ETF worth $7.62M as of Q2 2026.
Sierra Capital sold 14,618 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $760K.
State Street Financial Select Sector SPDR ETF made up 0.74% of Sierra Capital's portfolio in Q2 2026, its #40 holding.
Sierra Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Sierra Capital's State Street Financial Select Sector SPDR ETF position peaked at $8.58M 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 Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.