Global Trust Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Global Trust Asset Management’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	$5.36K	Sell	100 -37	-27%	-$1.92K	﹤0.01%	371
2026 Q1	$6.76K	Hold	137	–	–	﹤0.01%	376
2025 Q4	$7.5K	Sell	137 -2,552	-95%	-$136K	﹤0.01%	353
2025 Q3	$145K	Sell	2,689 -100	-4%	-$5.3K	0.07%	200
2025 Q2	$146K	Sell	2,789 -100	-3%	-$4.95K	0.08%	182
2025 Q1	$144K	Sell	2,889 -100	-3%	-$5.02K	0.09%	173
2024 Q4	$144K	Buy	2,989 +89	+3%	+$4.3K	0.05%	200
2024 Q3	$131K	Buy	+2,900	New	+$127K	0.05%	215
2022 Q2	–	Sell	-4,207	Closed	-$161K	–	481
2022 Q1	$161K	Buy	+4,207	New	+$164K	0.07%	195
2021 Q3	–	Sell	-4,000	Closed	-$147K	–	439
2021 Q2	$147K	Buy	+4,000	New	+$146K	0.07%	197
2021 Q1	–	Sell	-2,600	Closed	-$77K	–	439
2020 Q4	$77K	Buy	+2,600	New	+$69.6K	0.04%	212
2020 Q2	–	Sell	-11,130	Closed	-$238K	–	414
2020 Q1	$238K	Buy	+11,130	New	+$306K	0.19%	128
2019 Q4	–	Sell	-50	Closed	-$1K	–	430
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	354
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	396
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	377
2018 Q4	$1K	Buy	+50	New	+$1.3K	﹤0.01%	386

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

Global Trust Asset Management's XLF Position: Q2 2026 in Review

Global Trust Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q2 2026, selling an estimated $1.92K and leaving 100 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Global Trust Asset Management first reported a position in XLF in Q4 2018 and has held it in 16 quarters since. The position peaked at $238K in Q1 2020. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Global Trust Asset Management held 100 shares of State Street Financial Select Sector SPDR ETF worth $5.36K as of Q2 2026.
Global Trust Asset Management sold 37 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.92K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #371 holding.
Global Trust Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
Global Trust Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $238K in Q1 2020.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.