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 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

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

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

Steele Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3% in Q2 2026, selling an estimated $26K and leaving 15,960 shares worth $856K. The position accounts for 0.03% of the portfolio, ranked #76.

Steele Capital Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $940K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Steele Capital Management held 15,960 shares of State Street Financial Select Sector SPDR ETF worth $856K as of Q2 2026.
Steele Capital Management sold 500 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $26K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Steele Capital Management's portfolio in Q2 2026, its #76 holding.
Steele Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Steele Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $940K in Q4 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.