MENDON CAPITAL ADVISORS CORP XLF — FINANCIAL SELECT SECTOR SPDR PUT

Ownership history in MENDON CAPITAL ADVISORS CORP  ·  24 quarters on record

AI Ownership Summary

MENDON CAPITAL ADVISORS CORP reported FINANCIAL SELECT SECTOR SPDR PUT (XLF) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.57% in 2024 Q4. The latest visible filing shows XLF at 3.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MENDON CAPITAL ADVISORS CORP's position in FINANCIAL SELECT SECTOR SPDR PUT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLF was reported at 3.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.57% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLF stock page MENDON CAPITAL ADVISORS CORP fund profile MENDON CAPITAL ADVISORS CORP full holdings
How MENDON CAPITAL ADVISORS CORP held XLF — position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 200,000 +150,000 +300.0% 3.24% $11.0M 2026-02-14 (Est.) $51.39
2025 Q3 REDUCED 66.7% +3.0% ❌ 50,000 -100,000 -66.7% 1.03% $2.7M 2025-11-14 $52.00
2024 Q4 ADDED — — — 150,000 +50,000 +50.0% 3.57% $7.2M 2025-02-14 $50.83
2024 Q2 UNCHANGED — — — 100,000 — 0% 2.28% $4.1M 2024-08-30 $44.53
2024 Q1 REDUCED 50.0% -1.8% ✅ 100,000 -100,000 -50.0% 2.26% $4.2M 2024-05-15 $40.90
2023 Q4 REDUCED 67.6% +11.8% ❌ 200,000 -417,500 -67.6% 3.12% $7.5M 2024-02-23 $38.93
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLF

As of 2026 Q1 — sorted by position size

JCSD Capital, LLC 3Y 7Y 26.12% IMZ Advisory Inc 10.13% WestEnd Advisors, LLC 3Y 7Y 9.25% PETREDIS INVESTMENT ADVISORS LLC 3Y 8.1% Keystone Global Partners, LLC 7.92% Yelin Lapidot Holdings Management Ltd. 7.87% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5.84% WASHINGTON GROWTH STRATEGIES LLC 5.56% AAFMAA Wealth Management & Trust LLC 3Y 5.28% Aventus Investment Advisors, Inc. 5.21%

FAQ About MENDON CAPITAL ADVISORS CORP and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has MENDON CAPITAL ADVISORS CORP reported owning XLF?

MENDON CAPITAL ADVISORS CORP reported XLF across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLF position in MENDON CAPITAL ADVISORS CORP's portfolio?

The largest reported portfolio weight for XLF was 3.57% in 2024 Q4.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2025 Q4, when MENDON CAPITAL ADVISORS CORP reported 200,000 shares, equal to 3.24% of portfolio, with an estimated market value of $11.0M.

What does the chart on this XLF ownership page compare?

The chart compares MENDON CAPITAL ADVISORS CORP's quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MENDON CAPITAL ADVISORS CORP time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, MENDON CAPITAL ADVISORS CORP correctly timed 14 out of 22 reported position changes (64%). The annualised alpha on XLF relative to SPY over the holding period was -5.0%.

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