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

TD 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 Q1	$73.5K	Buy	1,489 +5	+0.3%	+$261	0.01%	202
2025 Q4	$81.3K	Buy	1,484 +1,084	+271%	+$57.8K	0.01%	191
2025 Q3	$21.5K	Hold	400	–	–	﹤0.01%	314
2025 Q2	$20.9K	Hold	400	–	–	﹤0.01%	308
2025 Q1	$19.9K	Hold	400	–	–	﹤0.01%	252
2024 Q4	$19.3K	Hold	400	–	–	﹤0.01%	245
2024 Q3	$18.1K	Hold	400	–	–	﹤0.01%	254
2024 Q2	$16.4K	Sell	400 -125	-24%	-$5.14K	﹤0.01%	251
2024 Q1	$22.1K	Buy	525 +125	+31%	+$4.93K	﹤0.01%	237
2023 Q4	$15K	Hold	400	–	–	﹤0.01%	257
2023 Q3	$13.3K	Hold	400	–	–	﹤0.01%	260
2023 Q2	$13.5K	Hold	400	–	–	﹤0.01%	258
2023 Q1	$12.9K	Hold	400	–	–	﹤0.01%	257
2022 Q4	$13.7K	Hold	400	–	–	﹤0.01%	232
2022 Q3	$12K	Buy	+400	New	+$13.2K	﹤0.01%	227
2022 Q1	–	Sell	-400	Closed	-$16K	–	351
2021 Q4	$16K	Hold	400	–	–	﹤0.01%	241
2021 Q3	$15K	Hold	400	–	–	﹤0.01%	233
2021 Q2	$15K	Hold	400	–	–	﹤0.01%	220
2021 Q1	$14K	Hold	400	–	–	﹤0.01%	212
2020 Q4	$12K	Buy	+400	New	+$10.7K	﹤0.01%	198
2019 Q3	–	Sell	-432	Closed	-$12K	–	287
2019 Q2	$12K	Buy	+432	New	+$11.7K	﹤0.01%	160
2019 Q1	–	Sell	-502	Closed	-$12K	–	230
2018 Q4	$12K	Hold	502	–	–	﹤0.01%	134
2018 Q3	$14K	Hold	502	–	–	﹤0.01%	130
2018 Q2	$13K	Hold	502	–	–	﹤0.01%	124
2018 Q1	$14K	Buy	+502	New	+$14.5K	﹤0.01%	124
2017 Q4	–	Sell	-99	Closed	-$3K	–	269
2017 Q3	$3K	Buy	+99	New	+$2.47K	﹤0.01%	225
2017 Q1	–	Sell	-126	Closed	-$3K	–	192
2016 Q4	$3K	Buy	+126	New	+$2.7K	﹤0.01%	150

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Capital Management's XLF Position: Q1 2026 in Review

TD Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.34% in Q1 2026, buying an estimated $261 and bringing the position to 1,489 shares worth $73.5K. The position accounts for 0.01% of the portfolio, ranked #202.

TD Capital Management first reported a position in XLF in Q4 2016 and has held it in 27 quarters since. The position peaked at $81.3K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

TD Capital Management held 1,489 shares of State Street Financial Select Sector SPDR ETF worth $73.5K as of Q1 2026.
TD Capital Management bought 5 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $261.
State Street Financial Select Sector SPDR ETF made up 0.01% of TD Capital Management's portfolio in Q1 2026, its #202 holding.
TD Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 27 quarters since.
TD Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $81.3K 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 TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.