Gateway Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gateway Wealth 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	$3.77M	Sell	70,347 -51,614	-42%	-$2.68M	0.23%	114
2026 Q1	$6.02M	Buy	121,961 +98,915	+429%	+$5.15M	0.23%	116
2025 Q4	$1.26M	Sell	23,046 -357	-2%	-$19K	0.14%	159
2025 Q3	$1.26M	Buy	23,403 +7,219	+45%	+$383K	0.17%	135
2025 Q2	$848K	Buy	16,184 +66	+0.4%	+$3.27K	0.16%	143
2025 Q1	$803K	Buy	+16,118	New	+$808K	0.18%	125
2024 Q2	–	Sell	-4,783	Closed	-$201K	–	279
2024 Q1	$201K	Buy	+4,783	New	+$189K	0.07%	229
2023 Q4	–	Sell	-13,852	Closed	-$459K	–	292
2023 Q3	$459K	Sell	13,852 -607	-4%	-$20.9K	0.08%	134
2023 Q2	$487K	Buy	14,459 +990	+7%	+$32.3K	0.09%	128
2023 Q1	$433K	Buy	13,469 +1,453	+12%	+$50.5K	0.07%	132
2022 Q4	$411K	Buy	+12,016	New	+$406K	0.07%	123

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

Gateway Wealth Partners's XLF Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 42% in Q2 2026, selling an estimated $2.68M and leaving 70,347 shares worth $3.77M. The position accounts for 0.23% of the portfolio, ranked #114.

Gateway Wealth Partners first reported a position in XLF in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.02M in Q1 2026. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gateway Wealth Partners held 70,347 shares of State Street Financial Select Sector SPDR ETF worth $3.77M as of Q2 2026.
Gateway Wealth Partners sold 51,614 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.68M.
State Street Financial Select Sector SPDR ETF made up 0.23% of Gateway Wealth Partners's portfolio in Q2 2026, its #114 holding.
Gateway Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Gateway Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $6.02M in Q1 2026.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.