Global View Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Global View Capital 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 Q1	–	Sell	-44,783	Closed	-$2.45M	–	165
2025 Q4	$2.45M	Buy	44,783 +40,785	+1,020%	+$2.17M	0.46%	20
2025 Q3	$215K	Sell	3,998 -145	-3%	-$7.68K	0.05%	135
2025 Q2	$217K	Sell	4,143 -62,020	-94%	-$3.07M	0.07%	112
2025 Q1	$3.3M	Buy	66,163 +8,965	+16%	+$450K	1.2%	12
2024 Q4	$2.76M	Buy	+57,198	New	+$2.77M	0.97%	17

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 View Capital Management's XLF Position: Q1 2026 in Review

Global View Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 44,783 shares — an estimated $2.45M sold.

Global View Capital Management first reported a position in XLF in Q4 2024 and held it in 5 quarters. The position peaked at $3.3M in Q1 2025. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Global View Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Global View Capital Management sold 44,783 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.45M.
Global View Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Global View Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $3.3M in Q1 2025.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.