XLF — SELECT SECTOR SPDR TR

Ownership history in Rokos Capital Management LLP  ·  24 quarters on record

AI Ownership Summary

Rokos Capital Management LLP reported SELECT SECTOR SPDR TR (XLF) in 24 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.53% in 2024 Q3. The latest visible filing shows XLF at 1.00% 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 Rokos Capital Management LLP's position in SELECT SECTOR SPDR TR, 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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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 Rokos Capital Management LLP fund profile Rokos Capital Management LLP full holdings
How Rokos Capital Management LLP 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 11 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,700,000 +3,200,000 +213.3% 1.00% $257.4M 2026-02-14 (Est.) $51.39
2025 Q1 ADDED 1,500,000 +1,000,000 +200.0% 0.77% $74.7M 2025-05-15 $50.50
2025 Q1 REDUCED 500,000 -1,697,300 -77.2% 0.26% $24.9M 2025-05-15 $50.50
2024 Q4 ADDED 2,197,300 +197,300 +9.9% 1.06% $106.2M 2025-02-14 $50.83
2024 Q4 REDUCED 2,000,000 -250,000 -11.1% 0.97% $96.7M 2025-02-14 $50.83
2024 Q3 REDUCED 2,250,000 -1,197,300 -34.7% 1.65% $101.9M 2024-11-14 $48.50
2024 Q3 ADDED 3,447,300 +2,197,300 +175.8% 2.53% $156.1M 2024-11-14 $48.50
2024 Q2 UNCHANGED 1,250,000 — 0% 0.32% $51.4M 2024-08-14 $41.91
2024 Q2 REDUCED 1,250,000 -1,550,000 -55.4% 0.32% $51.4M 2024-08-14 $41.91
2024 Q1 ADDED 2,800,000 +1,624,000 +138.1% 0.62% $117.9M 2024-05-15 $40.90
2024 Q1 REDUCED 1,176,000 -1,586,286 -57.4% 0.26% $49.5M 2024-05-15 $40.90
13 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

IMZ Advisory Inc 10.13% PETREDIS INVESTMENT ADVISORS LLC 3Y 8.1% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5.84% AAFMAA Wealth Management & Trust LLC 3Y 5.28% Aventus Investment Advisors, Inc. 5.21% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 5.0% McAlister, Sweet & Associates, Inc. 3Y 4.76% Ayalon Insurance Comp Ltd. 3Y 7Y 3.48% Capstone Wealth Management Group LLC 2.83% ACT WEALTH MANAGEMENT, LLC 3Y 2.72%

FAQ About Rokos Capital Management LLP and XLF

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

How long has Rokos Capital Management LLP reported owning XLF?

Rokos Capital Management LLP reported XLF across 11 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported XLF position in Rokos Capital Management LLP's portfolio?

The largest reported portfolio weight for XLF was 2.53% in 2024 Q3.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2025 Q4, when Rokos Capital Management LLP reported 4,700,000 shares, equal to 1.00% of portfolio, with an estimated market value of $257.4M.

What does the chart on this XLF ownership page compare?

The chart compares Rokos Capital Management LLP'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.

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