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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Grantvest Financial Group's XLF Position: Q1 2026 in Review

Grantvest Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.1% in Q1 2026, selling an estimated $43.5K and leaving 15,471 shares worth $764K. The position accounts for 0.49% of the portfolio, ranked #46.

Grantvest Financial Group first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Grantvest Financial Group held 15,471 shares of State Street Financial Select Sector SPDR ETF worth $764K as of Q1 2026.
Grantvest Financial Group sold 835 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $43.5K.
State Street Financial Select Sector SPDR ETF made up 0.49% of Grantvest Financial Group's portfolio in Q1 2026, its #46 holding.
Grantvest Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Grantvest Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $1.08M in Q1 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.