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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Gradient Capital Advisors's XLF Position: Q2 2026 in Review

Gradient Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.01% in Q2 2026, buying an estimated $52 and bringing the position to 6,896 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #129.

Gradient Capital Advisors first reported a position in XLF in Q3 2021 and has held it in 13 quarters since. The position peaked at $414K in Q4 2025. 391 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gradient Capital Advisors held 6,896 shares of State Street Financial Select Sector SPDR ETF worth $370K as of Q2 2026.
Gradient Capital Advisors bought 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up 0.09% of Gradient Capital Advisors's portfolio in Q2 2026, its #129 holding.
Gradient Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 13 quarters since.
Gradient Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $414K in Q4 2025.
391 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.