Financial Gravity Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Financial Gravity Asset Management’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 Q1	$4.79K	Hold	97	–	–	﹤0.01%	660
2025 Q4	$5.31K	Hold	97	–	–	﹤0.01%	552
2025 Q3	$5.22K	Buy	+97	New	+$5.14K	﹤0.01%	671
2025 Q1	$4.83K	Buy	+97	New	+$4.87K	﹤0.01%	723
2024 Q2	$3.99K	Sell	97 -790	-89%	-$32.5K	﹤0.01%	638
2024 Q1	$36.4K	Buy	887 +19	+2%	+$750	0.01%	294
2023 Q4	$32.6K	Buy	+868	New	+$30K	0.01%	311
2021 Q3	$38K	Buy	+27	New	+$1.01K	0.02%	656
2020 Q4	$49K	Buy	+1,663	New	+$44.5K	0.04%	87
2019 Q4	$32K	Sell	1,299 -337	-21%	-$9.89K	0.02%	846
2019 Q3	$46K	Buy	1,636 +429	+36%	+$11.8K	0.04%	306
2019 Q2	$33K	Buy	1,207 +1,038	+614%	+$28.1K	0.03%	399
2019 Q1	$4K	Buy	+169	New	+$4.36K	﹤0.01%	787
2018 Q3	$4K	Sell	169 -92	-35%	-$2.57K	﹤0.01%	808
2018 Q2	$7K	Sell	261 -17,019	-98%	-$469K	0.01%	668
2018 Q1	$469K	Buy	+17,280	New	+$498K	0.48%	34

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's XLF Position: Q1 2026 in Review

Financial Gravity Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 97 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Financial Gravity Asset Management first reported a position in XLF in Q1 2018 and has held it in 16 quarters since. The position peaked at $469K in Q1 2018. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Financial Gravity Asset Management held 97 shares of State Street Financial Select Sector SPDR ETF worth $4.79K as of Q1 2026.
Financial Gravity Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #660 holding.
Financial Gravity Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $469K in Q1 2018.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.