Golden State Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Golden State Wealth 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	$1.69M	Sell	31,527 -1,979	-6%	-$103K	0.15%	136
2026 Q1	$1.65M	Sell	33,506 -2,015	-6%	-$105K	0.18%	112
2025 Q4	$1.95M	Sell	35,521 -571	-2%	-$30.4K	0.21%	94
2025 Q3	$1.94M	Buy	36,092 +139	+0.4%	+$7.37K	0.21%	90
2025 Q2	$1.88M	Sell	35,953 -1,852	-5%	-$91.7K	0.23%	83
2025 Q1	$1.88M	Buy	37,805 +1,649	+5%	+$82.7K	0.28%	73
2024 Q4	$1.75M	Buy	+36,156	New	+$1.75M	0.26%	75
2022 Q1	$1.82M	Sell	47,554 -956	-2%	-$37.4K	0.36%	52
2021 Q4	$1.89M	Sell	48,510 -18	-0%	-$708	0.33%	54
2021 Q3	$1.82M	Sell	48,528 -5,221	-10%	-$195K	0.4%	46
2021 Q2	$1.97M	Buy	53,749 +10,297	+24%	+$377K	0.43%	46
2021 Q1	$1.48M	Sell	43,452 -1,599	-4%	-$51.4K	0.49%	37
2020 Q4	$1.33M	Sell	45,051 -6,365	-12%	-$170K	0.38%	51
2020 Q3	$1.24M	Sell	51,416 -5,740	-10%	-$140K	0.41%	40
2020 Q2	$1.32M	Sell	57,156 -8,073	-12%	-$183K	0.34%	57
2020 Q1	$1.36M	Buy	+65,229	New	+$1.8M	0.6%	31
2019 Q4	–	Sell	-93,425	Closed	-$2.62M	–	986
2019 Q3	$2.62M	Sell	93,425 -944	-1%	-$26.1K	0.86%	24
2019 Q2	$2.6M	Buy	94,369 +5,670	+6%	+$154K	0.83%	24
2019 Q1	$2.28M	Buy	+88,699	New	+$2.29M	0.76%	25

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

Golden State Wealth Management's XLF Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q2 2026, selling an estimated $103K and leaving 31,527 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #136.

Golden State Wealth Management first reported a position in XLF in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.62M in Q3 2019. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Golden State Wealth Management held 31,527 shares of State Street Financial Select Sector SPDR ETF worth $1.69M as of Q2 2026.
Golden State Wealth Management sold 1,979 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
State Street Financial Select Sector SPDR ETF made up 0.15% of Golden State Wealth Management's portfolio in Q2 2026, its #136 holding.
Golden State Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.62M in Q3 2019.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.