GIM
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Goelzer Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Goelzer Investment 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 		$972K Sell
18,135
-113
-0.6% -$5.87K 0.04% 178
2026
Q1 		$901K Buy
18,248
+3,605
+25% +$188K 0.04% 176
2025
Q4 		$802K Sell
14,643
-644
-4% -$34.3K 0.04% 173
2025
Q3 		$823K Buy
15,287
+19
+0.1% +$1.01K 0.04% 160
2025
Q2 		$800K Sell
15,268
-222
-1% -$11K 0.04% 163
2025
Q1 		$772K Buy
15,490
+28
+0.2% +$1.4K 0.04% 155
2024
Q4 		$747K Buy
15,462
+1,768
+13% +$85.5K 0.04% 154
2024
Q3 		$621K Sell
13,694
-124
-0.9% -$5.41K 0.03% 160
2024
Q2 		$568K Sell
13,818
-545
-4% -$22.4K 0.03% 164
2024
Q1 		$605K Sell
14,363
-3,055
-18% -$121K 0.03% 170
2023
Q4 		$655K Sell
17,418
-42
-0.2% -$1.45K 0.04% 161
2023
Q3 		$579K Sell
17,460
-728
-4% -$25.1K 0.04% 159
2023
Q2 		$613K Sell
18,188
-176
-1% -$5.74K 0.05% 159
2023
Q1 		$590K Buy
18,364
+909
+5% +$31.6K 0.05% 162
2022
Q4 		$597K Sell
17,455
-542
-3% -$18.3K 0.05% 172
2022
Q3 		$546K Buy
17,997
+212
+1% +$7.01K 0.05% 168
2022
Q2 		$559K Buy
17,785
+464
+3% +$16K 0.05% 169
2022
Q1 		$664K Sell
17,321
-752
-4% -$29.4K 0.06% 162
2021
Q4 		$706K Sell
18,073
-414
-2% -$16.3K 0.06% 163
2021
Q3 		$694K Buy
18,487
+124
+0.7% +$4.64K 0.06% 161
2021
Q2 		$674K Sell
18,363
-259
-1% -$9.47K 0.06% 166
2021
Q1 		$634K Buy
18,622
+360
+2% +$11.6K 0.06% 163
2020
Q4 		$538K Buy
18,262
+2,750
+18% +$73.6K 0.05% 166
2020
Q3 		$373K Sell
15,512
-262
-2% -$6.37K 0.03% 209
2020
Q2 		$365K Sell
15,774
-4,949
-24% -$112K 0.04% 203
2020
Q1 		$431K Sell
20,723
-3,382
-14% -$93.1K 0.05% 194
2019
Q4 		$742K Sell
24,105
-319
-1% -$9.36K 0.06% 179
2019
Q3 		$684K Sell
24,424
-702
-3% -$19.4K 0.06% 178
2019
Q2 		$693K Buy
25,126
+793
+3% +$21.5K 0.06% 179
2019
Q1 		$626K Buy
24,333
+28
+0.1% +$723 0.06% 192
2018
Q4 		$579K Buy
24,305
+2,097
+9% +$54.5K 0.07% 158
2018
Q3 		$612K Sell
22,208
-288
-1% -$8.06K 0.07% 160
2018
Q2 		$598K Sell
22,496
-2,301
-9% -$63.5K 0.07% 158
2018
Q1 		$684K Sell
24,797
-1,285
-5% -$37K 0.08% 159
2017
Q4 		$728K Sell
26,082
-552
-2% -$14.9K 0.08% 158
2017
Q3 		$689K Buy
26,634
+214
+0.8% +$5.34K 0.08% 156
2017
Q2 		$652K Sell
26,420
-237
-0.9% -$5.63K 0.08% 152
2017
Q1 		$633K Sell
26,657
-223
-0.8% -$5.34K 0.08% 152
2016
Q4 		$625K Buy
26,880
+1,203
+5% +$25.8K 0.08% 158
2016
Q3 		$496K Sell
25,677
-5,386
-17% -$111K 0.07% 163
2016
Q2 		$623K Sell
31,063
-498
-2% -$10.1K 0.09% 156
2016
Q1 		$623K Buy
31,561
+438
+1% +$8.34K 0.09% 157
2015
Q4 		$651K Sell
31,123
-905
-3% -$19.1K 0.1% 157
2015
Q3 		$637K Sell
32,028
-7,358
-19% -$156K 0.1% 154
2015
Q2 		$843K Buy
39,386
+2,963
+8% +$64K 0.13% 150
2015
Q1 		$771K Buy
36,423
+6,651
+22% +$141K 0.12% 147
2014
Q4 		$646K Buy
+29,772
New +$624K 0.1% 151

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Goelzer Investment Management's XLF Position: Q2 2026 in Review

Goelzer Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.62% in Q2 2026, selling an estimated $5.87K and leaving 18,135 shares worth $972K. The position accounts for 0.04% of the portfolio, ranked #178.

Goelzer Investment Management first reported a position in XLF in Q4 2014 and has held it in 47 quarters since. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Goelzer Investment Management held 18,135 shares of State Street Financial Select Sector SPDR ETF worth $972K as of Q2 2026.
  • Goelzer Investment Management sold 113 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.87K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of Goelzer Investment Management's portfolio in Q2 2026, its #178 holding.
  • Goelzer Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.