GenTrust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

GenTrust’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
2021 Q3	–	Sell	-110,000	Closed	-$70K	–	149
2021 Q2	$70K	Hold	110,000	–	–	0.01%	138
2021 Q1	$224K	Buy	+110,000	New	+$3.53M	0.02%	117
2020 Q3	–	Sell	-245,000	Closed	-$1.78M	–	115
2020 Q2	$1.78M	Buy	+245,000	New	+$5.56M	0.22%	39

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GenTrust's XLF Position: Q1 2026 in Review

GenTrust reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 75% in Q1 2026, selling an estimated $730K and leaving 4,587 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #248.

GenTrust first reported a position in XLF in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.13M in Q3 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

GenTrust held 4,587 shares of State Street Financial Select Sector SPDR ETF worth $226K as of Q1 2026.
GenTrust sold 14,011 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $730K.
State Street Financial Select Sector SPDR ETF made up 0.01% of GenTrust's portfolio in Q1 2026, its #248 holding.
GenTrust first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
GenTrust's State Street Financial Select Sector SPDR ETF position peaked at $4.13M in Q3 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.