Goodman Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Goodman Advisory Group’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	$20.2K	Sell	410 -138	-25%	-$7.19K	0.01%	134
2025 Q4	$30K	Sell	548 -295	-35%	-$15.7K	0.01%	114
2025 Q3	$45.4K	Sell	843 -9,442	-92%	-$500K	0.01%	107
2025 Q2	$539K	Sell	10,285 -5,104	-33%	-$253K	0.18%	41
2025 Q1	$767K	Sell	15,389 -3,386	-18%	-$170K	0.23%	60
2024 Q4	$907K	Sell	18,775 -2,604	-12%	-$126K	0.27%	51
2024 Q3	$969K	Sell	21,379 -3,018	-12%	-$132K	0.28%	57
2024 Q2	$1M	Buy	24,397 +3,829	+19%	+$158K	0.3%	53
2024 Q1	$866K	Buy	20,568 +3,786	+23%	+$149K	0.27%	54
2023 Q4	$631K	Buy	+16,782	New	+$581K	0.21%	51
2023 Q3	–	Sell	-335	Closed	-$11.3K	–	179
2023 Q2	$11.3K	Buy	+335	New	+$10.9K	﹤0.01%	117

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

Goodman Advisory Group's XLF Position: Q1 2026 in Review

Goodman Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q1 2026, selling an estimated $7.19K and leaving 410 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #134.

Goodman Advisory Group first reported a position in XLF in Q2 2023 and has held it in 11 quarters since. The position peaked at $1M in Q2 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Goodman Advisory Group held 410 shares of State Street Financial Select Sector SPDR ETF worth $20.2K as of Q1 2026.
Goodman Advisory Group sold 138 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $7.19K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Goodman Advisory Group's portfolio in Q1 2026, its #134 holding.
Goodman Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
Goodman Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $1M in Q2 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.