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

Gladwyn Financial Advisors’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 		– Sell
-804
Closed -$44.1K – 87
2025
Q4 		$44.1K Buy
804
+2
+0.2% +$107 0.03% 64
2025
Q3 		$43.2K Buy
+802
New +$42.5K 0.03% 61

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gladwyn Financial Advisors's XLF Position: Q1 2026 in Review

Gladwyn Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 804 shares — an estimated $44.1K sold.

Gladwyn Financial Advisors first reported a position in XLF in Q3 2025 and held it in 2 quarters. The position peaked at $44.1K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Gladwyn Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Gladwyn Financial Advisors sold 804 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $44.1K.
  • Gladwyn Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Gladwyn Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $44.1K in Q4 2025.
  • 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.