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 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 +5,644	+208%	+$273K	0.08%	275
2024 Q3	$123K	Sell	2,713 -4,663	-63%	-$203K	0.06%	253
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 $1.56T 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

Golden State Equity Partners's XLF Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 46% in Q1 2026, buying an estimated $499K and bringing the position to 30,354 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #203.

Golden State Equity Partners first reported a position in XLF in Q4 2020 and has held it in 17 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Golden State Equity Partners held 30,354 shares of State Street Financial Select Sector SPDR ETF worth $1.5M as of Q1 2026.
Golden State Equity Partners bought 9,581 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $499K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Golden State Equity Partners's portfolio in Q1 2026, its #203 holding.
Golden State Equity Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.