Godsey & Gibb Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Godsey & Gibb Inc’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	$5.85K	Hold	109	–	–	﹤0.01%	306
2026 Q1	$5.38K	Sell	109 -20	-16%	-$1.04K	﹤0.01%	314
2025 Q4	$7.07K	Buy	129 +20	+18%	+$1.07K	﹤0.01%	317
2025 Q3	$5.88K	Sell	109 -100	-48%	-$5.3K	﹤0.01%	299
2025 Q2	$10.9K	Sell	209 -176	-46%	-$8.71K	﹤0.01%	253
2025 Q1	$19.2K	Sell	385 -104	-21%	-$5.22K	﹤0.01%	237
2024 Q4	$23.6K	Sell	489 -70	-13%	-$3.38K	﹤0.01%	214
2024 Q3	$25.3K	Buy	559 +95	+20%	+$4.14K	﹤0.01%	234
2024 Q2	$19.1K	Sell	464 -100	-18%	-$4.12K	﹤0.01%	251
2024 Q1	$23.8K	Buy	+564	New	+$22.3K	﹤0.01%	213
2023 Q1	–	Sell	-384	Closed	-$13.1K	–	413
2022 Q4	$13.1K	Buy	+384	New	+$13K	﹤0.01%	187
2022 Q2	–	Sell	-700	Closed	-$27K	–	173
2022 Q1	$27K	Buy	+700	New	+$27.4K	0.01%	64

Other funds holding XLF

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

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return