Golden State Equity Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Golden State Equity Partners’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	–	Sell	-30,354	Closed	-$1.5M	–	1773
2026 Q1	$1.5M	Buy	30,354 +9,581	+46%	+$499K	0.11%	203
2025 Q4	$1.14M	Buy	20,773 +14,676	+241%	+$782K	0.18%	124
2025 Q3	$328K	Sell	6,097 -121	-2%	-$6.41K	0.06%	341
2025 Q2	$326K	Sell	6,218 -1,491	-19%	-$73.8K	0.06%	328
2025 Q1	$384K	Sell	7,709 -648	-8%	-$32.5K	0.08%	290
2024 Q4	$404K	Buy	8,357 +476	+6%	+$23K	0.08%	275
2024 Q3	$357K	Buy	7,881 +505	+7%	+$22K	0.06%	316
2024 Q2	$303K	Buy	+7,376	New	+$304K	0.06%	316
2023 Q4	$273K	Sell	7,272 -778	-10%	-$26.9K	0.07%	301
2023 Q3	$267K	Sell	8,050 -677	-8%	-$23.3K	0.07%	270
2023 Q2	$294K	Buy	8,727 +75	+0.9%	+$2.45K	0.08%	278
2023 Q1	$278K	Buy	+8,652	New	+$301K	0.15%	157
2022 Q1	$627K	Sell	16,375 -2,259	-12%	-$88.3K	0.32%	94
2021 Q4	$728K	Buy	18,634 +75	+0.4%	+$2.95K	0.37%	65
2021 Q3	$697K	Buy	+18,559	New	+$694K	0.28%	90
2021 Q2	–	Sell	-23,352	Closed	-$795K	–	286
2021 Q1	$795K	Sell	23,352 -1,892	-7%	-$60.8K	0.45%	65
2020 Q4	$744K	Buy	+25,244	New	+$675K	0.51%	53

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 22.9% 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

Golden State Equity Partners's XLF Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 30,354 shares — an estimated $1.5M sold.

Golden State Equity Partners first reported a position in XLF in Q4 2020 and held it in 17 quarters. The position peaked at $1.5M in Q1 2026. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Golden State Equity Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 30,354 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.5M.
Golden State Equity Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 17 quarters.
Golden State Equity Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.5M in Q1 2026.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.