Private Capital’s XLF Holdings & Trades

First Buy
Q3 2022
Duration Held
13 Quarters
Largest Add
Q1 2023
+36,664 Shares
Current Position
8,023 Shares
$432,205 Value

Private Capital's XLF Position Overview

Private Capital (via Private Capital Management, LLC) currently holds 8,023 shares of State Street Financial Select Sector SPDR ETF (XLF) worth $432,205, representing 0.04% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 13 quarters.

Based on 13F filings, Private Capital has maintained a strategic position in XLF, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 36,664 shares. Largest reduction occurred in Q2 2023, reducing 30,105 shares.

Analysis based on 13F filings available since 2013 Q2

Private Capital's State Street Financial Select Sector SPDR ETF (XLF) Holding Value Over Time

Track share changes against reported price movement

Quarterly State Street Financial Select Sector SPDR ETF (XLF) Trades by Private Capital

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2022 +6,574 New Buy 6,574 $30.42
Q4 2022 +732 Add 11.13% 7,306 $34.20
Q1 2023 +36,664 Add 501.83% 43,970 $32.15
Q2 2023 -30,105 Reduce 68.47% 13,865 $33.71
Q3 2023 -266 Reduce 1.92% 13,599 $33.17
Q4 2023 +57 Add 0.42% 13,656 $37.60
Q1 2024 -148 Reduce 1.08% 13,508 $42.12
Q2 2024 -244 Reduce 1.81% 13,264 $41.11
Q3 2024 +18 Add 0.14% 13,282 $45.32
Q4 2024 -4,452 Reduce 33.52% 8,830 $48.33
Q1 2025 -614 Reduce 6.95% 8,216 $49.81
Q2 2025 -120 Reduce 1.46% 8,096 $52.37
Q3 2025 -73 Reduce 0.90% 8,023 $53.87

Private Capital's State Street Financial Select Sector SPDR ETF Investment FAQs

Private Capital first purchased State Street Financial Select Sector SPDR ETF (XLF) in Q3 2022, acquiring 6,574 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Private Capital has held State Street Financial Select Sector SPDR ETF (XLF) for 13 quarters since Q3 2022.

Private Capital's largest addition to State Street Financial Select Sector SPDR ETF (XLF) was in Q1 2023, adding 43,970 shares worth $1.41 M.

According to the latest 13F filing for Q3 2025, Private Capital's firm, Private Capital Management, LLC, owns 8,023 shares of State Street Financial Select Sector SPDR ETF (XLF), valued at approximately $432,205.

As of the Q3 2025 filing, State Street Financial Select Sector SPDR ETF (XLF) represents approximately 0.04% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.

Private Capital's peak holding in State Street Financial Select Sector SPDR ETF (XLF) was 43,970 shares, as reported at the end of Q1 2023.