Grantvest Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Grantvest Financial Group’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	$622K	Sell	11,600 -3,871	-25%	-$201K	0.36%	68
2026 Q1	$764K	Sell	15,471 -835	-5%	-$43.5K	0.49%	46
2025 Q4	$893K	Sell	16,306 -1,203	-7%	-$64.1K	0.57%	42
2025 Q3	$943K	Sell	17,509 -2,679	-13%	-$142K	0.65%	37
2025 Q2	$1.06M	Sell	20,188 -1,464	-7%	-$72.5K	0.78%	30
2025 Q1	$1.08M	Buy	21,652 +6,297	+41%	+$316K	0.87%	26
2024 Q4	$742K	Buy	+15,355	New	+$742K	0.83%	34

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Grantvest Financial Group's XLF Position: Q2 2026 in Review

Grantvest Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q2 2026, selling an estimated $201K and leaving 11,600 shares worth $622K. The position accounts for 0.36% of the portfolio, ranked #68.

Grantvest Financial Group first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Grantvest Financial Group held 11,600 shares of State Street Financial Select Sector SPDR ETF worth $622K as of Q2 2026.
Grantvest Financial Group sold 3,871 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $201K.
State Street Financial Select Sector SPDR ETF made up 0.36% of Grantvest Financial Group's portfolio in Q2 2026, its #68 holding.
Grantvest Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $1.08M in Q1 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.