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

Gold 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 Q1	$797K	Hold	16,133	–	–	0.25%	82
2025 Q4	$884K	Sell	16,133 -9,717	-38%	-$518K	0.28%	81
2025 Q3	$1.39M	Hold	25,850	–	–	0.47%	68
2025 Q2	$1.36M	Sell	25,850 -28,763	-53%	-$1.42M	0.51%	65
2025 Q1	$2.72M	Sell	54,613 -1,269	-2%	-$63.7K	1.15%	33
2024 Q4	$2.7M	Sell	55,882 -3,467	-6%	-$168K	1.14%	33
2024 Q3	$2.68M	Sell	59,349 -2,000	-3%	-$87.3K	1.12%	33
2024 Q2	$2.52M	Hold	61,349	–	–	1.07%	35
2024 Q1	$2.58M	Buy	61,349 +177	+0.3%	+$6.99K	1.04%	37
2023 Q4	$2.3M	Buy	+61,172	New	+$2.12M	0.98%	37

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

Gold Investment Management's XLF Position: Q1 2026 in Review

Gold Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 16,133 shares worth $797K. The position accounts for 0.25% of the portfolio, ranked #82.

Gold Investment Management first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.72M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Gold Investment Management held 16,133 shares of State Street Financial Select Sector SPDR ETF worth $797K as of Q1 2026.
Gold Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.25% of Gold Investment Management's portfolio in Q1 2026, its #82 holding.
Gold Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $2.72M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.