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

Transcend Capital Advisors’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	$3.62M	Buy	67,563 +1,170	+2%	+$60.8K	0.24%	77
2026 Q1	$3.28M	Sell	66,393 -5,277	-7%	-$275K	0.26%	71
2025 Q4	$3.93M	Sell	71,670 -51,430	-42%	-$2.74M	0.3%	61
2025 Q3	$6.63M	Buy	123,100 +1,423	+1%	+$75.4K	0.47%	44
2025 Q2	$6.37M	Sell	121,677 -80,106	-40%	-$3.96M	0.49%	41
2025 Q1	$10.1M	Buy	201,783 +25,342	+14%	+$1.27M	0.72%	27
2024 Q4	$8.53M	Buy	176,441 +32,007	+22%	+$1.55M	0.62%	35
2024 Q3	$6.55M	Buy	144,434 +33,191	+30%	+$1.45M	0.44%	49
2024 Q2	$4.57M	Buy	111,243 +11,910	+12%	+$490K	0.33%	68
2024 Q1	$4.18M	Buy	99,333 +45,247	+84%	+$1.79M	0.34%	70
2023 Q4	$2.03M	Sell	54,086 -6,989	-11%	-$242K	0.18%	133
2023 Q3	$2.03M	Buy	61,075 +29,311	+92%	+$1.01M	0.2%	123
2023 Q2	$1.07M	Sell	31,764 -5,335	-14%	-$174K	0.1%	201
2023 Q1	$1.19M	Buy	37,099 +1,425	+4%	+$49.5K	0.12%	174
2022 Q4	$1.22M	Sell	35,674 -8,234	-19%	-$279K	0.13%	176
2022 Q3	$1.33M	Sell	43,908 -73,294	-63%	-$2.42M	0.15%	160
2022 Q2	$3.69M	Sell	117,202 -46,052	-28%	-$1.59M	0.38%	57
2022 Q1	$6.26M	Sell	163,254 -581	-0.4%	-$22.7K	0.56%	35
2021 Q4	$6.4M	Sell	163,835 -721	-0.4%	-$28.3K	0.57%	32
2021 Q3	$6.68M	Buy	+164,556	New	+$6.16M	0.6%	32
2021 Q2	–	Sell	-137,286	Closed	-$4.67M	–	440
2021 Q1	$4.67M	Buy	137,286 +5,428	+4%	+$174K	0.56%	40
2020 Q4	$3.89M	Buy	131,858 +3,936	+3%	+$105K	0.51%	46
2020 Q3	$3.08M	Buy	127,922 +224	+0.2%	+$5.45K	0.56%	42
2020 Q2	$2.96M	Buy	127,698 +77,000	+152%	+$1.75M	0.96%	31
2020 Q1	$1.06M	Buy	+50,698	New	+$1.4M	0.32%	88

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Transcend Capital Advisors's XLF Position: Q2 2026 in Review

Transcend Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q2 2026, buying an estimated $60.8K and bringing the position to 67,563 shares worth $3.62M. The position accounts for 0.24% of the portfolio, ranked #77.

Transcend Capital Advisors first reported a position in XLF in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.1M in Q1 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Transcend Capital Advisors held 67,563 shares of State Street Financial Select Sector SPDR ETF worth $3.62M as of Q2 2026.
Transcend Capital Advisors bought 1,170 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $60.8K.
State Street Financial Select Sector SPDR ETF made up 0.24% of Transcend Capital Advisors's portfolio in Q2 2026, its #77 holding.
Transcend Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Transcend Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $10.1M in Q1 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.