Gradient Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gradient Capital Advisors’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 Q3	$344K	Sell	6,449 -447	-6%	-$25.3K	0.08%	134
2026 Q2	$370K	Buy	6,896 +1	+0%	+$52	0.09%	129
2026 Q1	$340K	Sell	6,895 -667	-9%	-$34.8K	0.09%	128
2025 Q4	$414K	Buy	7,562 +1	+0%	+$53	0.11%	116
2025 Q3	$407K	Buy	7,561 +910	+14%	+$48.2K	0.11%	114
2025 Q2	$348K	Buy	6,651 +1	+0%	+$49	0.1%	121
2025 Q1	$331K	Buy	6,650 +1,451	+28%	+$72.8K	0.11%	116
2024 Q4	$251K	Buy	5,199 +1	+0%	+$48	0.08%	137
2024 Q3	$236K	Buy	5,198 +1	+0%	+$44	0.08%	140
2024 Q2	$214K	Hold	5,197	–	–	0.08%	137
2024 Q1	$219K	Buy	+5,197	New	+$205K	0.08%	136
2022 Q2	–	Sell	-5,451	Closed	-$209K	–	130
2022 Q1	$209K	Buy	5,451 +4	+0.1%	+$156	0.09%	119
2021 Q4	$213K	Buy	5,447 +5	+0.1%	+$197	0.09%	116
2021 Q3	$204K	Buy	+5,442	New	+$204K	0.09%	116

Other funds holding XLF

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gradient Capital Advisors's XLF Position: Q3 2026 in Review

Gradient Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.5% in Q3 2026, selling an estimated $25.3K and leaving 6,449 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #134.

Gradient Capital Advisors first reported a position in XLF in Q3 2021 and has held it in 14 quarters since. The position peaked at $414K in Q4 2025. 660 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Gradient Capital Advisors held 6,449 shares of State Street Financial Select Sector SPDR ETF worth $344K as of Q3 2026.
Gradient Capital Advisors sold 447 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $25.3K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Gradient Capital Advisors's portfolio in Q3 2026, its #134 holding.
Gradient Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
Gradient Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $414K in Q4 2025.
660 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.