U.S. Capital Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

U.S. Capital Wealth 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 Q1	$5.48M	Buy	110,971 +9,033	+9%	+$471K	0.14%	174
2025 Q4	$5.58M	Buy	101,938 +6,729	+7%	+$359K	0.15%	175
2025 Q3	$5.13M	Buy	95,209 +4,780	+5%	+$253K	0.14%	174
2025 Q2	$4.74M	Buy	90,429 +12,866	+17%	+$637K	0.14%	170
2025 Q1	$3.86M	Buy	77,563 +6,126	+9%	+$307K	0.12%	180
2024 Q4	$3.45M	Buy	71,437 +56,835	+389%	+$2.75M	0.11%	198
2024 Q3	$662K	Sell	14,602 -2,590	-15%	-$113K	0.02%	414
2024 Q2	$707K	Sell	17,192 -939	-5%	-$38.6K	0.03%	391
2024 Q1	$764K	Sell	18,131 -16,576	-48%	-$654K	0.03%	392
2023 Q4	$1.3M	Buy	34,707 +1,336	+4%	+$46.3K	0.05%	290
2023 Q3	$1.11M	Sell	33,371 -6	-0%	-$207	0.05%	297
2023 Q2	$1.13M	Sell	33,377 -1,071	-3%	-$35K	0.05%	302
2023 Q1	$1.11M	Buy	34,448 +151	+0.4%	+$5.25K	0.05%	285
2022 Q4	$1.17M	Buy	34,297 +413	+1%	+$14K	0.05%	303
2022 Q3	$1.03M	Buy	33,884 +678	+2%	+$22.4K	0.05%	331
2022 Q2	$1.04M	Sell	33,206 -90,868	-73%	-$3.14M	0.05%	344
2022 Q1	$4.75M	Sell	124,074 -42,980	-26%	-$1.68M	0.17%	124
2021 Q4	$6.52M	Buy	167,054 +23,201	+16%	+$912K	0.26%	88
2021 Q3	$5.24M	Buy	+143,853	New	+$5.38M	0.23%	114

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

U.S. Capital Wealth Advisors's XLF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.9% in Q1 2026, buying an estimated $471K and bringing the position to 110,971 shares worth $5.48M. The position accounts for 0.14% of the portfolio, ranked #174.

U.S. Capital Wealth Advisors first reported a position in XLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.52M in Q4 2021. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

U.S. Capital Wealth Advisors held 110,971 shares of State Street Financial Select Sector SPDR ETF worth $5.48M as of Q1 2026.
U.S. Capital Wealth Advisors bought 9,033 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $471K.
State Street Financial Select Sector SPDR ETF made up 0.14% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #174 holding.
U.S. Capital Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6.52M in Q4 2021.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.