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 Q2	$7.53M	Sell	140,442 -25,344	-15%	-$1.32M	0.24%	89
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 $1.81T 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

Gladstone Institutional Advisory's XLF Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, selling an estimated $1.32M and leaving 140,442 shares worth $7.53M. The position accounts for 0.24% of the portfolio, ranked #89.

Gladstone Institutional Advisory first reported a position in XLF in Q4 2018 and has held it in 27 quarters since. The position peaked at $12.3M in Q1 2022. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gladstone Institutional Advisory held 140,442 shares of State Street Financial Select Sector SPDR ETF worth $7.53M as of Q2 2026.
Gladstone Institutional Advisory sold 25,344 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.32M.
State Street Financial Select Sector SPDR ETF made up 0.24% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #89 holding.
Gladstone Institutional Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
Gladstone Institutional Advisory's State Street Financial Select Sector SPDR ETF position peaked at $12.3M in Q1 2022.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.