Gratus Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gratus Wealth Advisors’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	$364K	Sell	6,797 -2,160	-24%	-$112K	0.05%	106
2026 Q1	$442K	Sell	8,957 -220	-2%	-$11.5K	0.06%	97
2025 Q4	$503K	Sell	9,177 -3,214	-26%	-$171K	0.07%	88
2025 Q3	$668K	Hold	12,391	–	–	0.09%	79
2025 Q2	$649K	Hold	12,391	–	–	0.1%	77
2025 Q1	$617K	Sell	12,391 -400	-3%	-$20.1K	0.1%	80
2024 Q4	$618K	Sell	12,791 -157	-1%	-$7.59K	0.1%	82
2024 Q3	$584K	Sell	12,948 -24	-0.2%	-$1.05K	0.1%	87
2024 Q2	$556K	Hold	12,972	–	–	0.1%	86
2024 Q1	$517K	Sell	12,972 -846	-6%	-$33.4K	0.09%	88
2023 Q4	$520K	Buy	+13,818	New	+$478K	0.1%	85

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gratus Wealth Advisors's XLF Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q2 2026, selling an estimated $112K and leaving 6,797 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #106.

Gratus Wealth Advisors first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $668K in Q3 2025. 870 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gratus Wealth Advisors held 6,797 shares of State Street Financial Select Sector SPDR ETF worth $364K as of Q2 2026.
Gratus Wealth Advisors sold 2,160 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Gratus Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Gratus Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $668K in Q3 2025.
870 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.