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

Tradewinds 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 		$32.2K Hold
600
– – 0.01% 269
2026
Q1 		$29.6K Sell
600
-4,604
-88% -$240K 0.01% 276
2025
Q4 		$285K Sell
5,204
-597
-10% -$31.8K 0.06% 89
2025
Q3 		$313K Sell
5,801
-3,328
-36% -$176K 0.07% 84
2025
Q2 		$478K Sell
9,129
-556,670
-98% -$27.6M 0.12% 64
2025
Q1 		$28.2M Buy
565,799
+190,388
+51% +$9.55M 7.55% 3
2024
Q4 		$18.1M Sell
375,411
-282,327
-43% -$13.7M 4.79% 6
2024
Q3 		$29.8M Buy
657,738
+656,960
+84,442% +$28.7M 7.98% 2
2024
Q2 		$32K Sell
778
-705,282
-100% -$29M 0.01% 212
2024
Q1 		$29.7M Buy
+706,060
New +$27.9M 8.22% 3
2023
Q2 		– Sell
-2,153
Closed -$69.2K – 518
2023
Q1 		$69.2K Sell
2,153
-206
-9% -$7.16K 0.02% 100
2022
Q4 		$80.7K Sell
2,359
-8
-0.3% -$271 0.04% 77
2022
Q3 		$72K Sell
2,367
-79
-3% -$2.61K 0.03% 87
2022
Q2 		$77K Sell
2,446
-416,963
-99% -$14.4M 0.03% 85
2022
Q1 		$16.1M Sell
419,409
-289,515
-41% -$11.3M 2.61% 13
2021
Q4 		$27.7M Sell
708,924
-20,518
-3% -$806K 4.24% 8
2021
Q3 		$27.4M Buy
729,442
+77,317
+12% +$2.89M 4.65% 6
2021
Q2 		$23.9M Buy
652,125
+651,992
+490,220% +$23.9M 4.38% 11
2021
Q1 		$5K Hold
133
– – ﹤0.01% 560
2020
Q4 		$4K Sell
133
-388
-74% -$10.4K ﹤0.01% 545
2020
Q3 		$13K Sell
521
-467
-47% -$11.4K ﹤0.01% 363
2020
Q2 		$23K Sell
988
-529,914
-100% -$12M 0.01% 273
2020
Q1 		$11.1M Buy
530,902
+231,743
+77% +$6.38M 3.46% 11
2019
Q4 		$9.21M Buy
+299,159
New +$8.78M 2.89% 11
2018
Q1 		– Sell
-205
Closed -$6K – 727
2017
Q4 		$6K Hold
205
– – ﹤0.01% 489
2017
Q3 		$5K Hold
205
– – ﹤0.01% 498
2017
Q2 		$5K Buy
+205
New +$4.87K ﹤0.01% 493
2016
Q1 		– Sell
-133
Closed -$3K – 696
2015
Q4 		$3K Hold
133
– – ﹤0.01% 513
2015
Q3 		$3K Buy
+133
New +$2.82K ﹤0.01% 506
2014
Q2 		– Sell
-133
Closed -$3K – 652
2014
Q1 		$3K Buy
+133
New +$2.54K ﹤0.01% 529

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Tradewinds Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 600 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #269.

Tradewinds Capital Management first reported a position in XLF in Q1 2014 and has held it in 30 quarters since. The position peaked at $29.8M in Q3 2024. 774 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Tradewinds Capital Management held 600 shares of State Street Financial Select Sector SPDR ETF worth $32.2K as of Q2 2026.
  • Tradewinds Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #269 holding.
  • Tradewinds Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 30 quarters since.
  • Tradewinds Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $29.8M in Q3 2024.
  • 774 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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