GAM
XLF icon

Grandview Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Grandview Asset 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 		$427K Buy
7,965
+266
+3% +$13.8K 0.11% 98
2026
Q1 		$380K Sell
7,699
-717
-9% -$37.4K 0.11% 99
2025
Q4 		$461K Buy
8,416
+1,190
+16% +$63.4K 0.13% 93
2025
Q3 		$389K Buy
7,226
+724
+11% +$38.4K 0.11% 106
2025
Q2 		$340K Buy
6,502
+89
+1% +$4.41K 0.11% 104
2025
Q1 		$319K Sell
6,413
-1,253
-16% -$62.8K 0.12% 97
2024
Q4 		$371K Buy
7,666
+2,915
+61% +$141K 0.14% 81
2024
Q3 		$215K Buy
+4,751
New +$207K 0.12% 62
2023
Q3 		– Sell
-7,885
Closed -$266K – 114
2023
Q2 		$266K Buy
+7,885
New +$257K 0.26% 49
2021
Q2 		– Sell
-2,863
Closed -$97K – 491
2021
Q1 		$97K Buy
+2,863
New +$92K 0.05% 158

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
GI
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Grandview Asset Management's XLF Position: Q2 2026 in Review

Grandview Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.5% in Q2 2026, buying an estimated $13.8K and bringing the position to 7,965 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #98.

Grandview Asset Management first reported a position in XLF in Q1 2021 and has held it in 10 quarters since. The position peaked at $461K in Q4 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Grandview Asset Management held 7,965 shares of State Street Financial Select Sector SPDR ETF worth $427K as of Q2 2026.
  • Grandview Asset Management bought 266 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Grandview Asset Management's portfolio in Q2 2026, its #98 holding.
  • Grandview Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 10 quarters since.
  • Grandview Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $461K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.