Gladstone Institutional Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gladstone Institutional Advisory’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 Q1	$8.18M	Buy	165,786 +35,781	+28%	+$1.86M	0.3%	70
2025 Q4	$7.12M	Sell	130,005 -5,884	-4%	-$314K	0.27%	85
2025 Q3	$7.32M	Sell	135,889 -75,083	-36%	-$3.98M	0.28%	79
2025 Q2	$11M	Buy	210,972 +1,620	+0.8%	+$80.2K	0.46%	47
2025 Q1	$10.4M	Sell	209,352 -10,184	-5%	-$511K	0.49%	43
2024 Q4	$10.6M	Sell	219,536 -34,890	-14%	-$1.69M	0.49%	42
2024 Q3	$11.5M	Buy	254,426 +27,029	+12%	+$1.18M	0.56%	35
2024 Q2	$9.35M	Buy	227,397 +52,895	+30%	+$2.18M	0.49%	42
2024 Q1	$7.35M	Sell	174,502 -10,661	-6%	-$421K	0.4%	57
2023 Q4	$6.96M	Buy	185,163 +87,789	+90%	+$3.04M	0.39%	61
2023 Q3	$3.23M	Sell	97,374 -9,572	-9%	-$330K	0.21%	124
2023 Q2	$3.61M	Sell	106,946 -9,426	-8%	-$308K	0.22%	119
2023 Q1	$3.74M	Sell	116,372 -9,863	-8%	-$343K	0.24%	124
2022 Q4	$4.32M	Sell	126,235 -29,104	-19%	-$984K	0.3%	93
2022 Q3	$4.72M	Sell	155,339 -6,942	-4%	-$229K	0.37%	65
2022 Q2	$5.1M	Sell	162,281 -158,571	-49%	-$5.48M	0.4%	52
2022 Q1	$12.3M	Buy	320,852 +246,828	+333%	+$9.65M	0.83%	19
2021 Q4	$2.89M	Buy	74,024 +28,481	+63%	+$1.12M	0.22%	122
2021 Q3	$1.71M	Buy	45,543 +13,869	+44%	+$519K	0.17%	160
2021 Q2	$1.16M	Buy	31,674 +12,598	+66%	+$461K	0.14%	173
2021 Q1	$650K	Buy	+19,076	New	+$613K	0.1%	202
2020 Q2	–	Sell	-19,186	Closed	-$400K	–	307
2020 Q1	$400K	Buy	19,186 +297	+2%	+$8.18K	0.1%	157
2019 Q4	$581K	Buy	18,889 +1,765	+10%	+$51.8K	0.14%	126
2019 Q3	$480K	Buy	17,124 +1,144	+7%	+$31.6K	0.12%	145
2019 Q2	$441K	Buy	+15,980	New	+$433K	0.13%	159
2019 Q1	–	Sell	-12,038	Closed	-$287K	–	219
2018 Q4	$287K	Buy	+12,038	New	+$313K	0.17%	131

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

Gladstone Institutional Advisory's XLF Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 28% in Q1 2026, buying an estimated $1.86M and bringing the position to 165,786 shares worth $8.18M. The position accounts for 0.3% of the portfolio, ranked #70.

Gladstone Institutional Advisory first reported a position in XLF in Q4 2018 and has held it in 26 quarters since. The position peaked at $12.3M in Q1 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Gladstone Institutional Advisory held 165,786 shares of State Street Financial Select Sector SPDR ETF worth $8.18M as of Q1 2026.
Gladstone Institutional Advisory bought 35,781 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.86M.
State Street Financial Select Sector SPDR ETF made up 0.3% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #70 holding.
Gladstone Institutional Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 26 quarters since.
Gladstone Institutional Advisory's State Street Financial Select Sector SPDR ETF position peaked at $12.3M in Q1 2022.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.