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

Sonata Capital Group’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	$316K	Sell	5,900 -1,000	-14%	-$52K	0.1%	100
2026 Q1	$341K	Buy	6,900 +500	+8%	+$26.1K	0.13%	93
2025 Q4	$351K	Hold	6,400	–	–	0.13%	92
2025 Q3	$345K	Hold	6,400	–	–	0.13%	92
2025 Q2	$335K	Sell	6,400 -61	-0.9%	-$3.02K	0.13%	86
2025 Q1	$322K	Hold	6,461	–	–	0.14%	88
2024 Q4	$312K	Hold	6,461	–	–	0.13%	90
2024 Q3	$293K	Buy	6,461 +61	+1%	+$2.66K	0.12%	97
2024 Q2	$263K	Hold	6,400	–	–	0.14%	81
2024 Q1	$270K	Hold	6,400	–	–	0.12%	102
2023 Q4	$241K	Hold	6,400	–	–	0.12%	101
2023 Q3	$212K	Buy	+6,400	New	+$221K	0.11%	103
2023 Q1	–	Sell	-6,200	Closed	-$212K	–	110
2022 Q4	$212K	Sell	6,200 -1,050	-14%	-$35.5K	0.12%	101
2022 Q3	$220K	Buy	+7,250	New	+$240K	0.12%	100
2022 Q2	–	Sell	-6,850	Closed	-$262K	–	118
2022 Q1	$262K	Buy	6,850 +900	+15%	+$35.2K	0.12%	104
2021 Q4	$232K	Hold	5,950	–	–	0.1%	115
2021 Q3	$223K	Buy	+5,950	New	+$223K	0.1%	121

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

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

Sonata Capital Group's XLF Position: Q2 2026 in Review

Sonata Capital Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q2 2026, selling an estimated $52K and leaving 5,900 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #100.

Sonata Capital Group first reported a position in XLF in Q3 2021 and has held it in 17 quarters since. The position peaked at $351K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sonata Capital Group held 5,900 shares of State Street Financial Select Sector SPDR ETF worth $316K as of Q2 2026.
Sonata Capital Group sold 1,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $52K.
State Street Financial Select Sector SPDR ETF made up 0.1% of Sonata Capital Group's portfolio in Q2 2026, its #100 holding.
Sonata Capital Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 17 quarters since.
Sonata Capital Group's State Street Financial Select Sector SPDR ETF position peaked at $351K in Q4 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.