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

Glenview Trust’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	$1.32M	Buy	26,721 +2,117	+9%	+$110K	0.02%	260
2025 Q4	$1.35M	Buy	24,604 +306	+1%	+$16.3K	0.02%	256
2025 Q3	$1.31M	Buy	24,298 +6,575	+37%	+$348K	0.02%	260
2025 Q2	$928K	Sell	17,723 -512	-3%	-$25.3K	0.02%	291
2025 Q1	$908K	Sell	18,235 -1,088	-6%	-$54.6K	0.02%	278
2024 Q4	$934K	Buy	19,323 +1,899	+11%	+$91.8K	0.02%	278
2024 Q3	$790K	Buy	17,424 +965	+6%	+$42.1K	0.02%	292
2024 Q2	$677K	Sell	16,459 -610	-4%	-$25.1K	0.01%	296
2024 Q1	$719K	Buy	17,069 +1,905	+13%	+$75.2K	0.02%	289
2023 Q4	$570K	Sell	15,164 -3,147	-17%	-$109K	0.01%	316
2023 Q3	$607K	Sell	18,311 -30	-0.2%	-$1.03K	0.02%	285
2023 Q2	$618K	Sell	18,341 -1,273	-6%	-$41.5K	0.02%	290
2023 Q1	$631K	Sell	19,614 -6,634	-25%	-$231K	0.02%	280
2022 Q4	$898K	Sell	26,248 -3,965	-13%	-$134K	0.03%	231
2022 Q3	$917K	Sell	30,213 -1,500	-5%	-$49.6K	0.03%	206
2022 Q2	$997K	Buy	31,713 +88	+0.3%	+$3.04K	0.04%	200
2022 Q1	$1.21M	Buy	31,625 +2,838	+10%	+$111K	0.04%	195
2021 Q4	$1.12M	Buy	28,787 +23,454	+440%	+$922K	0.04%	198
2021 Q3	$200K	Buy	+5,333	New	+$200K	0.01%	399

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

Glenview Trust's XLF Position: Q1 2026 in Review

Glenview Trust increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.6% in Q1 2026, buying an estimated $110K and bringing the position to 26,721 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #260.

Glenview Trust first reported a position in XLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Glenview Trust held 26,721 shares of State Street Financial Select Sector SPDR ETF worth $1.32M as of Q1 2026.
Glenview Trust bought 2,117 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $110K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Glenview Trust's portfolio in Q1 2026, its #260 holding.
Glenview Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Glenview Trust's State Street Financial Select Sector SPDR ETF position peaked at $1.35M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.