Global Financial Private Client’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Global Financial Private Client’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	$1.64M	Buy	30,625 +458	+2%	+$23.8K	0.45%	62
2026 Q1	$1.49M	Buy	30,167 +735	+2%	+$38.3K	0.49%	56
2025 Q4	$1.61M	Sell	29,432 -248	-0.8%	-$13.2K	0.57%	50
2025 Q3	$1.6M	Sell	29,680 -51	-0.2%	-$2.7K	0.57%	49
2025 Q2	$1.56M	Buy	29,731 +7,612	+34%	+$377K	0.58%	47
2025 Q1	$1.1M	Buy	22,119 +175	+0.8%	+$8.78K	0.42%	63
2024 Q4	$1.06M	Buy	21,944 +799	+4%	+$38.6K	0.4%	68
2024 Q3	$958K	Sell	21,145 -26	-0.1%	-$1.14K	0.37%	74
2024 Q2	$870K	Buy	21,171 +268	+1%	+$11K	0.36%	74
2024 Q1	$876K	Sell	20,903 -139	-0.7%	-$5.49K	0.38%	76
2023 Q4	$791K	Sell	21,042 -1,345	-6%	-$46.6K	0.37%	77
2023 Q3	$736K	Sell	22,387 -210	-0.9%	-$7.24K	0.38%	68
2023 Q2	$766K	Sell	22,597 -16,486	-42%	-$538K	0.38%	64
2023 Q1	$1.26M	Sell	39,083 -11,597	-23%	-$403K	0.65%	36
2022 Q4	$1.73M	Buy	50,680 +6,768	+15%	+$229K	0.97%	25
2022 Q3	$1.37M	Sell	43,912 -12,252	-22%	-$405K	0.79%	30
2022 Q2	$1.79M	Buy	56,164 +4,507	+9%	+$156K	1.01%	21
2022 Q1	$1.97M	Buy	51,657 +9,034	+21%	+$353K	0.95%	25
2021 Q4	$1.66M	Buy	42,623 +1,691	+4%	+$66.5K	0.8%	26
2021 Q3	$1.56M	Buy	40,932 +3,140	+8%	+$117K	0.8%	29
2021 Q2	$1.4M	Buy	37,792 +16,498	+77%	+$604K	0.78%	28
2021 Q1	$734K	Buy	21,294 +2	+0%	+$64	0.53%	47
2020 Q4	$628K	Buy	21,292 +895	+4%	+$23.9K	0.5%	45
2020 Q3	$492K	Sell	20,397 -37,526	-65%	-$913K	0.43%	52
2020 Q2	$1.33M	Buy	57,923 +4,158	+8%	+$94.4K	1.16%	21
2020 Q1	$1.05M	Sell	53,765 -96	-0.2%	-$2.64K	1.11%	18
2019 Q4	$1.66M	Buy	+53,861	New	+$1.58M	1.39%	15

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Global Financial Private Client's XLF Position: Q2 2026 in Review

Global Financial Private Client increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q2 2026, buying an estimated $23.8K and bringing the position to 30,625 shares worth $1.64M. The position accounts for 0.45% of the portfolio, ranked #62.

Global Financial Private Client first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.97M in Q1 2022. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Global Financial Private Client held 30,625 shares of State Street Financial Select Sector SPDR ETF worth $1.64M as of Q2 2026.
Global Financial Private Client bought 458 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.8K.
State Street Financial Select Sector SPDR ETF made up 0.45% of Global Financial Private Client's portfolio in Q2 2026, its #62 holding.
Global Financial Private Client first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's State Street Financial Select Sector SPDR ETF position peaked at $1.97M in Q1 2022.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.