Global Assets Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$560K Buy
10,205
+1,337
+15% +$69.5K 0.12% 173
2026
Q1
$438K Sell
8,868
-2,182
-20% -$114K 0.13% 138
2025
Q4
$605K Sell
11,050
-496
-4% -$26.4K 0.17% 126
2025
Q3
$622K Buy
11,546
+4,116
+55% +$218K 0.18% 119
2025
Q2
$391K Sell
7,430
-31,250
-81% -$1.55M 0.15% 136
2025
Q1
$1.84M Buy
38,680
+18,770
+94% +$941K 0.35% 65
2024
Q4
$960K Buy
19,910
+475
+2% +$23K 0.53% 47
2024
Q3
$876K Buy
+19,435
New +$848K 0.48% 55
2024
Q2
Sell
-18,658
Closed -$782K 536
2024
Q1
$782K Buy
18,658
+27
+0.1% +$1.07K 0.47% 52
2023
Q4
$702K Sell
18,631
-658
-3% -$22.8K 0.91% 34
2023
Q3
$640K Buy
19,289
+425
+2% +$14.6K 0.56% 56
2023
Q2
$636K Sell
18,864
-4,969
-21% -$162K 0.58% 52
2023
Q1
$795K Sell
23,833
-2,030
-8% -$70.5K 0.81% 33
2022
Q4
$885K Sell
25,863
-527
-2% -$17.8K 0.93% 28
2022
Q3
$897K Buy
+26,390
New +$872K 0.91% 27

Other funds holding XLF

Global Assets Advisory's XLF Position: Q2 2026 in Review

Global Assets Advisory increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, buying an estimated $69.5K and bringing the position to 10,205 shares worth $560K. The position accounts for 0.12% of the portfolio, ranked #173.

Global Assets Advisory first reported a position in XLF in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q1 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Global Assets Advisory held 10,205 shares of State Street Financial Select Sector SPDR ETF worth $560K as of Q2 2026.
  • Global Assets Advisory bought 1,337 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $69.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.12% of Global Assets Advisory's portfolio in Q2 2026, its #173 holding.
  • Global Assets Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
  • Global Assets Advisory's State Street Financial Select Sector SPDR ETF position peaked at $1.84M in Q1 2025.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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