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 Q2	$865K	Hold	16,133	–	–	0.23%	80
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 $1.81T 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

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

Gold Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 16,133 shares worth $865K. The position accounts for 0.23% of the portfolio, ranked #80.

Gold Investment Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.72M in Q1 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gold Investment Management held 16,133 shares of State Street Financial Select Sector SPDR ETF worth $865K as of Q2 2026.
Gold Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.23% of Gold Investment Management's portfolio in Q2 2026, its #80 holding.
Gold Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Gold Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $2.72M in Q1 2025.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.