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

Steele 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 Q3	$859K	Buy	16,090 +130	+0.8%	+$7.37K	0.03%	74
2026 Q2	$856K	Sell	15,960 -500	-3%	-$26K	0.03%	76
2026 Q1	$813K	Sell	16,460 -700	-4%	-$36.5K	0.03%	78
2025 Q4	$940K	Hold	17,160	–	–	0.04%	68
2025 Q3	$924K	Hold	17,160	–	–	0.04%	72
2025 Q2	$899K	Hold	17,160	–	–	0.04%	71
2025 Q1	$855K	Sell	17,160 -334	-2%	-$16.8K	0.04%	69
2024 Q4	$845K	Hold	17,494	–	–	0.04%	68
2024 Q3	$793K	Hold	17,494	–	–	0.04%	66
2024 Q2	$719K	Sell	17,494 -75	-0.4%	-$3.09K	0.04%	81
2024 Q1	$740K	Buy	17,569 +500	+3%	+$19.7K	0.04%	77
2023 Q4	$642K	Buy	+17,069	New	+$591K	0.04%	78

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Steele Capital Management's XLF Position: Q3 2026 in Review

Steele Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.81% in Q3 2026, buying an estimated $7.37K and bringing the position to 16,090 shares worth $859K. The position accounts for 0.03% of the portfolio, ranked #74.

Steele Capital Management first reported a position in XLF in Q4 2023 and has held it in 12 quarters since. The position peaked at $940K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Steele Capital Management held 16,090 shares of State Street Financial Select Sector SPDR ETF worth $859K as of Q3 2026.
Steele Capital Management bought 130 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $7.37K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Steele Capital Management's portfolio in Q3 2026, its #74 holding.
Steele Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Steele Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $940K in Q4 2025.
1,090 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.