Wellington Shields Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Wellington Shields Capital Management's XLF Position: Q2 2026 in Review
Wellington Shields Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 39% in Q2 2026, buying an estimated $146K and bringing the position to 10,111 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #163.
Wellington Shields Capital Management first reported a position in XLF in Q1 2015 and has held it in 28 quarters since. The position peaked at $1.19M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Wellington Shields Capital Management held 10,111 shares of State Street Financial Select Sector SPDR ETF worth $542K as of Q2 2026.
- Wellington Shields Capital Management bought 2,814 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $146K.
- State Street Financial Select Sector SPDR ETF made up 0.07% of Wellington Shields Capital Management's portfolio in Q2 2026, its #163 holding.
- Wellington Shields Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 28 quarters since.
- Wellington Shields Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.19M in Q3 2025.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.