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

Gerber LLC’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	$217K	Buy	+4,043	New	+$210K	0.1%	87
2026 Q1	–	Sell	-4,024	Closed	-$220K	–	93
2025 Q4	$220K	Buy	4,024 +8	+0.2%	+$426	0.12%	78
2025 Q3	$216K	Sell	4,016 -5,124	-56%	-$271K	0.14%	75
2025 Q2	$479K	Buy	9,140 +7	+0.1%	+$346	0.34%	45
2025 Q1	$455K	Buy	9,133 +8	+0.1%	+$401	0.38%	47
2024 Q4	$441K	Buy	9,125 +9	+0.1%	+$435	0.32%	46
2024 Q3	$413K	Sell	9,116 -13	-0.1%	-$567	0.3%	51
2024 Q2	$375K	Buy	9,129 +8	+0.1%	+$329	0.3%	54
2024 Q1	$384K	Buy	9,121 +30	+0.3%	+$1.18K	0.32%	55
2023 Q4	$342K	Buy	+9,091	New	+$315K	0.31%	59

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gerber LLC's XLF Position: Q2 2026 in Review

Gerber LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,043 shares worth $217K. The stake represents 0.1% of the portfolio and ranks #87 among its holdings. This is a return to the name: Gerber LLC previously reported a position in XLF as recently as Q4 2025.

Gerber LLC first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $479K in Q2 2025. 1,035 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gerber LLC held 4,043 shares of State Street Financial Select Sector SPDR ETF worth $217K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Gerber LLC position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.1% of Gerber LLC's portfolio in Q2 2026, its #87 holding.
Gerber LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Gerber LLC's State Street Financial Select Sector SPDR ETF position peaked at $479K in Q2 2025.
1,035 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.