Galvin Gaustad & Stein’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Galvin Gaustad & Stein’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	$12.9M	Sell	239,948 -40,989	-15%	-$2.13M	0.95%	37
2026 Q1	$13.9M	Buy	280,937 +261,764	+1,365%	+$13.6M	1.11%	34
2025 Q4	$1.05M	Sell	19,173 -2,291	-11%	-$122K	0.08%	122
2025 Q3	$1.16M	Sell	21,464 -415	-2%	-$22K	0.09%	100
2025 Q2	$1.15M	Sell	21,879 -404	-2%	-$20K	0.1%	95
2025 Q1	$1.11M	Sell	22,283 -1,293	-5%	-$64.9K	0.1%	93
2024 Q4	$1.14M	Sell	23,576 -8,231	-26%	-$398K	0.1%	91
2024 Q3	$1.44M	Sell	31,807 -2,269	-7%	-$99K	0.13%	83
2024 Q2	$1.4M	Sell	34,076 -8,585	-20%	-$353K	0.13%	77
2024 Q1	$1.8M	Sell	42,661 -95,332	-69%	-$3.76M	0.17%	73
2023 Q4	$5.19M	Buy	137,993 +6,522	+5%	+$226K	0.49%	54
2023 Q3	$4.36M	Sell	131,471 -5,840	-4%	-$201K	0.44%	59
2023 Q2	$4.63M	Sell	137,311 -13,669	-9%	-$446K	0.45%	62
2023 Q1	$4.85M	Sell	150,980 -32,114	-18%	-$1.12M	0.48%	57
2022 Q4	$6.26M	Sell	183,094 -15,777	-8%	-$534K	0.63%	51
2022 Q3	$6.04M	Sell	198,871 -479	-0.2%	-$15.8K	0.64%	53
2022 Q2	$6.27M	Sell	199,350 -6,046	-3%	-$209K	0.64%	54
2022 Q1	$7.87M	Sell	205,396 -8,149	-4%	-$319K	0.71%	55
2021 Q4	$8.34M	Sell	213,545 -6,856	-3%	-$269K	0.72%	55
2021 Q3	$8.27M	Sell	220,401 -5,555	-2%	-$208K	0.8%	50
2021 Q2	$8.29M	Sell	225,956 -1,361	-0.6%	-$49.8K	0.79%	51
2021 Q1	$7.74M	Sell	227,317 -4,338	-2%	-$139K	0.78%	51
2020 Q4	$6.83M	Buy	+231,655	New	+$6.2M	0.72%	53

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

Galvin Gaustad & Stein's XLF Position: Q2 2026 in Review

Galvin Gaustad & Stein reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, selling an estimated $2.13M and leaving 239,948 shares worth $12.9M. The position accounts for 0.95% of the portfolio, ranked #37.

Galvin Gaustad & Stein first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.9M in Q1 2026. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Galvin Gaustad & Stein held 239,948 shares of State Street Financial Select Sector SPDR ETF worth $12.9M as of Q2 2026.
Galvin Gaustad & Stein sold 40,989 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.13M.
State Street Financial Select Sector SPDR ETF made up 0.95% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #37 holding.
Galvin Gaustad & Stein first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Galvin Gaustad & Stein's State Street Financial Select Sector SPDR ETF position peaked at $13.9M in Q1 2026.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.