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

Gradient Investments’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	$56.2M	Buy	1,047,939 +132,533	+14%	+$6.89M	0.78%	34
2026 Q1	$45.2M	Buy	915,406 +58,443	+7%	+$3.05M	0.7%	37
2025 Q4	$46.9M	Buy	856,963 +35,778	+4%	+$1.91M	0.75%	35
2025 Q3	$44.2M	Buy	821,185 +814,272	+11,779%	+$43.1M	0.74%	36
2025 Q2	$362K	Buy	6,913 +608	+10%	+$30.1K	0.01%	310
2025 Q1	$314K	Sell	6,305 -1,055	-14%	-$52.9K	0.01%	278
2024 Q4	$356K	Buy	7,360 +457	+7%	+$22.1K	0.01%	255
2024 Q3	$313K	Sell	6,903 -747	-10%	-$32.6K	0.01%	258
2024 Q2	$314K	Sell	7,650 -480	-6%	-$19.8K	0.01%	270
2024 Q1	$342K	Buy	8,130 +423	+5%	+$16.7K	0.01%	248
2023 Q4	$290K	Buy	7,707 +107	+1%	+$3.7K	0.01%	305
2023 Q3	$252K	Buy	7,600 +280	+4%	+$9.65K	0.01%	297
2023 Q2	$247K	Buy	7,320 +3,344	+84%	+$109K	0.01%	303
2023 Q1	$128K	Buy	3,976 +3,356	+541%	+$117K	﹤0.01%	340
2022 Q4	$21.2K	Buy	620 +35	+6%	+$1.18K	﹤0.01%	679
2022 Q3	$18K	Hold	585	–	–	﹤0.01%	692
2022 Q2	$18K	Sell	585 -229	-28%	-$7.91K	﹤0.01%	671
2022 Q1	$31K	Sell	814 -186	-19%	-$7.27K	﹤0.01%	563
2021 Q4	$39K	Buy	1,000 +49	+5%	+$1.93K	﹤0.01%	530
2021 Q3	$36K	Sell	951 -167	-15%	-$6.25K	﹤0.01%	527
2021 Q2	$41K	Buy	1,118 +157	+16%	+$5.74K	﹤0.01%	498
2021 Q1	$33K	Buy	961 +61	+7%	+$1.96K	﹤0.01%	538
2020 Q4	$22K	Hold	900	–	–	﹤0.01%	554
2020 Q3	$22K	Hold	900	–	–	﹤0.01%	557
2020 Q2	$21K	Buy	900 +660	+275%	+$15K	﹤0.01%	526
2020 Q1	$5K	Sell	240 -449	-65%	-$12.4K	﹤0.01%	789
2019 Q4	$21K	Sell	689 -1,334	-66%	-$39.2K	﹤0.01%	563
2019 Q3	$57K	Buy	2,023 +641	+46%	+$17.7K	﹤0.01%	367
2019 Q2	$38K	Sell	1,382 -192	-12%	-$5.2K	﹤0.01%	414
2019 Q1	$40K	Sell	1,574 -1,700	-52%	-$43.9K	﹤0.01%	363
2018 Q4	$78K	Sell	3,274 -1,953	-37%	-$50.7K	﹤0.01%	289
2018 Q3	$144K	Buy	5,227 +2,140	+69%	+$59.9K	0.01%	254
2018 Q2	$82K	Buy	3,087 +917	+42%	+$25.3K	﹤0.01%	282
2018 Q1	$60K	Sell	2,170 -19,337	-90%	-$557K	﹤0.01%	318
2017 Q4	$600K	Sell	21,507 -6,824	-24%	-$184K	0.03%	165
2017 Q3	$733K	Buy	28,331 +25,196	+804%	+$629K	0.05%	141
2017 Q2	$77K	Sell	3,135 -499	-14%	-$11.8K	0.01%	276
2017 Q1	$86K	Sell	3,634 -1,950	-35%	-$46.7K	0.01%	272
2016 Q4	$130K	Sell	5,584 -17,134	-75%	-$368K	0.01%	198
2016 Q3	$438K	Sell	22,718 -5,779	-20%	-$119K	0.04%	127
2016 Q2	$572K	Sell	28,497 -3,300	-10%	-$66.8K	0.06%	109
2016 Q1	$628K	Sell	31,797 -6,721	-17%	-$128K	0.08%	103
2015 Q4	$806K	Buy	38,518 +35,999	+1,429%	+$758K	0.11%	108
2015 Q3	$50K	Sell	2,519 -36	-1%	-$763	0.01%	238
2015 Q2	$55K	Buy	2,555 +1,815	+245%	+$39.2K	0.01%	237
2015 Q1	$16K	Buy	740 +398	+116%	+$8.42K	﹤0.01%	345
2014 Q4	$7K	Hold	342	–	–	﹤0.01%	400
2014 Q3	$7K	Buy	+342	New	+$6.91K	﹤0.01%	366
2014 Q2	–	Sell	-114	Closed	-$2K	–	573
2014 Q1	$2K	Hold	114	–	–	﹤0.01%	459
2013 Q4	$2K	Sell	114 -48	-30%	-$883	﹤0.01%	525
2013 Q3	$3K	Sell	162 -521	-76%	-$9.24K	﹤0.01%	390
2013 Q2	$12K	Buy	+683	New	+$11.5K	﹤0.01%	261

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gradient Investments's XLF Position: Q2 2026 in Review

Gradient Investments increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q2 2026, buying an estimated $6.89M and bringing the position to 1,047,939 shares worth $56.2M. The position accounts for 0.78% of the portfolio, ranked #34.

Gradient Investments first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gradient Investments held 1,047,939 shares of State Street Financial Select Sector SPDR ETF worth $56.2M as of Q2 2026.
Gradient Investments bought 132,533 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.89M.
State Street Financial Select Sector SPDR ETF made up 0.78% of Gradient Investments's portfolio in Q2 2026, its #34 holding.
Gradient Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.