Godfrey Financial Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Godfrey Financial Associates’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	$37.6K	Buy	702 +600	+588%	+$31.2K	0.03%	265
2026 Q1	$5.03K	Hold	102	–	–	﹤0.01%	520
2025 Q4	$5.58K	Buy	+102	New	+$5.43K	﹤0.01%	494

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

Godfrey Financial Associates's XLF Position: Q2 2026 in Review

Godfrey Financial Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 588% in Q2 2026, buying an estimated $31.2K and bringing the position to 702 shares worth $37.6K. The position accounts for 0.03% of the portfolio, ranked #265.

Godfrey Financial Associates first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Godfrey Financial Associates held 702 shares of State Street Financial Select Sector SPDR ETF worth $37.6K as of Q2 2026.
Godfrey Financial Associates bought 600 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $31.2K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Godfrey Financial Associates's portfolio in Q2 2026, its #265 holding.
Godfrey Financial Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.