CGC Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CGC Financial Services’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 Q2	$68.6K	Hold	1,280	–	–	0.02%	117
2026 Q1	$63.2K	Hold	1,280	–	–	0.02%	111
2025 Q4	$70.1K	Hold	1,280	–	–	0.02%	116
2025 Q3	$69K	Hold	1,280	–	–	0.02%	110
2025 Q2	$67K	Hold	1,280	–	–	0.02%	109
2025 Q1	$63.8K	Hold	1,280	–	–	0.03%	100
2024 Q4	$61.9K	Hold	1,280	–	–	0.02%	99
2024 Q3	$58K	Hold	1,280	–	–	0.02%	98
2024 Q2	$52.6K	Hold	1,280	–	–	0.02%	101
2024 Q1	$53.9K	Hold	1,280	–	–	0.03%	99
2023 Q4	$48.1K	Hold	1,280	–	–	0.02%	114
2023 Q3	$42.5K	Hold	1,280	–	–	0.03%	96
2023 Q2	$43.1K	Buy	+1,280	New	+$41.8K	0.03%	101

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CGC Financial Services's XLF Position: Q2 2026 in Review

CGC Financial Services held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,280 shares worth $68.6K. The position accounts for 0.02% of the portfolio, ranked #117.

CGC Financial Services first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $70.1K in Q4 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CGC Financial Services held 1,280 shares of State Street Financial Select Sector SPDR ETF worth $68.6K as of Q2 2026.
CGC Financial Services left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of CGC Financial Services's portfolio in Q2 2026, its #117 holding.
CGC Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $70.1K in Q4 2025.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.