Garden State Investment Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Garden State Investment Advisory 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	$422K	Sell	7,872 -9,466	-55%	-$492K	0.08%	200
2026 Q1	$856K	Sell	17,338 -30,005	-63%	-$1.56M	0.19%	100
2025 Q4	$2.59M	Buy	47,343 +4,887	+12%	+$260K	0.57%	46
2025 Q3	$2.29M	Sell	42,456 -945	-2%	-$50.1K	0.51%	50
2025 Q2	$2.27M	Buy	43,401 +5,552	+15%	+$275K	0.57%	45
2025 Q1	$1.89M	Buy	37,849 +4,405	+13%	+$221K	0.6%	49
2024 Q4	$1.62M	Buy	33,444 +4,684	+16%	+$226K	0.48%	49
2024 Q3	$1.3M	Buy	28,760 +20,272	+239%	+$885K	0.42%	51
2024 Q2	$349K	Buy	8,488 +32	+0.4%	+$1.32K	0.12%	150
2024 Q1	$355K	Buy	+8,456	New	+$334K	0.13%	145
2023 Q2	–	Sell	-11,807	Closed	-$380K	–	272
2023 Q1	$380K	Sell	11,807 -484	-4%	-$16.8K	0.16%	110
2022 Q4	$420K	Buy	+12,291	New	+$416K	0.25%	96

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

Garden State Investment Advisory Services's XLF Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 55% in Q2 2026, selling an estimated $492K and leaving 7,872 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #200.

Garden State Investment Advisory Services first reported a position in XLF in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.59M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Garden State Investment Advisory Services held 7,872 shares of State Street Financial Select Sector SPDR ETF worth $422K as of Q2 2026.
Garden State Investment Advisory Services sold 9,466 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $492K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #200 holding.
Garden State Investment Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Garden State Investment Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $2.59M 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 Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.