Granite FO LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Granite FO LLC’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	$1.03M	Hold	19,305	–	–	0.55%	22
2026 Q2	$1.03M	Hold	19,305	–	–	0.55%	21
2026 Q1	$953K	Sell	19,305 -765	-4%	-$39.9K	0.56%	21
2025 Q4	$1.1M	Sell	20,070 -5,850	-23%	-$312K	0.59%	24
2025 Q3	$1.4M	Hold	25,920	–	–	0.76%	21
2025 Q2	$1.36M	Hold	25,920	–	–	0.77%	20
2025 Q1	$1.29M	Hold	25,920	–	–	0.73%	21
2024 Q4	$1.25M	Hold	25,920	–	–	0.72%	21
2024 Q3	$1.17M	Hold	25,920	–	–	0.66%	22
2024 Q2	$1.07M	Hold	25,920	–	–	0.68%	22
2024 Q1	$1.16M	Hold	25,920	–	–	0.68%	22
2023 Q4	$975K	Sell	25,920 -29,890	-54%	-$1.03M	0.65%	22
2023 Q3	$1.85M	Sell	55,810 -16,000	-22%	-$551K	1.3%	13
2023 Q2	$2.42M	Sell	71,810 -5,175	-7%	-$169K	1.66%	12
2023 Q1	$2.55M	Sell	76,985 -6,200	-7%	-$215K	1.58%	11
2022 Q4	$3.02M	Buy	+83,185	New	+$2.81M	2.33%	11

Other funds holding XLF

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Granite FO LLC's XLF Position: Q3 2026 in Review

Granite FO LLC held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2026 at 19,305 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #22.

Granite FO LLC first reported a position in XLF in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.02M in Q4 2022. 861 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Granite FO LLC held 19,305 shares of State Street Financial Select Sector SPDR ETF worth $1.03M as of Q3 2026.
Granite FO LLC left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 0.55% of Granite FO LLC's portfolio in Q3 2026, its #22 holding.
Granite FO LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Granite FO LLC's State Street Financial Select Sector SPDR ETF position peaked at $3.02M in Q4 2022.
861 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.