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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.6M Sell
337,160
-714
-0.2% -$37.2K 1.9% 25
2025
Q4
$18.5M Sell
337,874
-3,487
-1% -$186K 1.99% 23
2025
Q3
$18.4M Sell
341,361
-21
-0% -$1.11K 2.07% 22
2025
Q2
$17.9M Buy
341,382
+1,469
+0.4% +$72.7K 2.27% 18
2025
Q1
$16.9M Buy
339,913
+40,254
+13% +$2.02M 2.36% 19
2024
Q4
$14.5M Buy
299,659
+6,875
+2% +$332K 1.79% 24
2024
Q3
$13.3M Buy
292,784
+7,492
+3% +$327K 1.71% 27
2024
Q2
$11.7M Buy
285,292
+11,335
+4% +$466K 1.64% 26
2024
Q1
$11.5M Sell
273,957
-43,060
-14% -$1.7M 1.71% 25
2023
Q4
$11.9M Buy
317,017
+14,468
+5% +$501K 1.91% 24
2023
Q3
$10M Buy
302,549
+29,757
+11% +$1.03M 1.83% 27
2023
Q2
$9.2M Buy
+272,792
New +$8.9M 1.63% 28
2018
Q3
Sell
-18,008
Closed -$479K 85
2018
Q2
$479K Buy
+18,008
New +$497K 0.11% 60

Other funds holding XLF

Stillwater Capital Advisors's XLF Position: Q1 2026 in Review

Stillwater Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.21% in Q1 2026, selling an estimated $37.2K and leaving 337,160 shares worth $16.6M. The position accounts for 1.9% of the portfolio, ranked #25.

Stillwater Capital Advisors first reported a position in XLF in Q2 2018 and has held it in 13 quarters since. The position peaked at $18.5M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Stillwater Capital Advisors held 337,160 shares of State Street Financial Select Sector SPDR ETF worth $16.6M as of Q1 2026.
  • Stillwater Capital Advisors sold 714 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $37.2K.
  • State Street Financial Select Sector SPDR ETF made up 1.9% of Stillwater Capital Advisors's portfolio in Q1 2026, its #25 holding.
  • Stillwater Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 13 quarters since.
  • Stillwater Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $18.5M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.