Freestone Grove Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Freestone Grove Partners’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	$54	Sell	1 -1	-50%	-$52	﹤0.01%	941
2026 Q1	$99	Sell	2 -116,764	-100%	-$6.08M	﹤0.01%	905
2025 Q4	$6.4M	Buy	+116,766	New	+$6.22M	0.05%	331

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Freestone Grove Partners's XLF Position: Q2 2026 in Review

Freestone Grove Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 50% in Q2 2026, selling an estimated $52 and leaving 1 share worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Freestone Grove Partners first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.4M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Freestone Grove Partners held 1 share of State Street Financial Select Sector SPDR ETF worth $54 as of Q2 2026.
Freestone Grove Partners sold 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #941 holding.
Freestone Grove Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Freestone Grove Partners's State Street Financial Select Sector SPDR ETF position peaked at $6.4M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.