Gallagher Fiduciary Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gallagher Fiduciary Advisors’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	$708K	Buy	13,202 +3,160	+31%	+$164K	0.02%	148
2026 Q1	$496K	Buy	10,042 +4,011	+67%	+$209K	0.02%	165
2025 Q4	$330K	Buy	6,031 +947	+19%	+$50.5K	0.01%	256
2025 Q3	$274K	Sell	5,084 -30,212	-86%	-$1.6M	0.01%	265
2025 Q2	$1.85M	Buy	35,296 +311	+0.9%	+$15.4K	0.07%	49
2025 Q1	$1.74M	Sell	34,985 -1,488	-4%	-$74.6K	0.06%	63
2024 Q4	$1.76M	Buy	36,473 +2,149	+6%	+$104K	0.35%	39
2024 Q3	$1.56M	Sell	34,324 -8,952	-21%	-$391K	0.32%	38
2024 Q2	$1.78M	Buy	43,276 +3,137	+8%	+$129K	0.4%	30
2024 Q1	$1.69M	Sell	40,139 -3,506	-8%	-$138K	0.06%	38
2023 Q4	$1.64M	Sell	43,645 -910	-2%	-$31.5K	0.06%	38
2023 Q3	$1.48M	Buy	44,555 +1,429	+3%	+$49.2K	0.13%	35
2023 Q2	$1.45M	Buy	43,126 +2,199	+5%	+$71.8K	0.11%	44
2023 Q1	$1.32M	Buy	+40,927	New	+$1.42M	0.11%	46

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

Gallagher Fiduciary Advisors's XLF Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 31% in Q2 2026, buying an estimated $164K and bringing the position to 13,202 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #148.

Gallagher Fiduciary Advisors first reported a position in XLF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.85M in Q2 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gallagher Fiduciary Advisors held 13,202 shares of State Street Financial Select Sector SPDR ETF worth $708K as of Q2 2026.
Gallagher Fiduciary Advisors bought 3,160 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $164K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #148 holding.
Gallagher Fiduciary Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.85M in Q2 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.