GM Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

GM Advisory Group’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	$558K	Buy	11,305 +2,075	+22%	+$108K	0.02%	219
2025 Q4	$506K	Buy	9,230 +1,031	+13%	+$54.9K	0.02%	215
2025 Q3	$442K	Buy	8,199 +259	+3%	+$13.7K	0.02%	202
2025 Q2	$416K	Buy	+7,940	New	+$393K	0.02%	210
2022 Q1	–	Sell	-34,271	Closed	-$1.34M	–	221
2021 Q4	$1.34M	Buy	34,271 +1,604	+5%	+$63K	0.12%	81
2021 Q3	$1.23M	Sell	32,667 -557,333	-94%	-$20.9M	0.12%	81
2021 Q2	$21.6M	Sell	590,000 -738,505	-56%	-$27M	2.22%	13
2021 Q1	$45.2M	Buy	1,328,505 +397,798	+43%	+$12.8M	5.43%	4
2020 Q4	$27.4M	Buy	930,707 +899,616	+2,893%	+$24.1M	3.68%	9
2020 Q3	$748K	Buy	31,091 +1,453	+5%	+$35.3K	0.11%	76
2020 Q2	$686K	Buy	+29,638	New	+$673K	0.13%	82

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

GM Advisory Group's XLF Position: Q1 2026 in Review

GM Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q1 2026, buying an estimated $108K and bringing the position to 11,305 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #219.

GM Advisory Group first reported a position in XLF in Q2 2020 and has held it in 11 quarters since. The position peaked at $45.2M in Q1 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

GM Advisory Group held 11,305 shares of State Street Financial Select Sector SPDR ETF worth $558K as of Q1 2026.
GM Advisory Group bought 2,075 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $108K.
State Street Financial Select Sector SPDR ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #219 holding.
GM Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 11 quarters since.
GM Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $45.2M in Q1 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.