Graves Light Lenhart Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Graves Light Lenhart Wealth’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	$221K	Hold	4,116	–	–	0.02%	191
2026 Q1	$203K	Hold	4,116	–	–	0.02%	190
2025 Q4	$225K	Hold	4,116	–	–	0.02%	176
2025 Q3	$222K	Hold	4,116	–	–	0.02%	177
2025 Q2	$216K	Hold	4,116	–	–	0.03%	181
2025 Q1	$205K	Buy	+4,116	New	+$206K	0.03%	178
2024 Q4	–	Sell	-5,181	Closed	-$235K	–	193
2024 Q3	$235K	Buy	+5,181	New	+$226K	0.03%	165
2022 Q3	–	Sell	-2,000	Closed	-$63K	–	615
2022 Q2	$63K	Hold	2,000	–	–	0.01%	281
2022 Q1	$77K	Hold	2,000	–	–	0.01%	305
2021 Q4	$78K	Hold	2,000	–	–	0.01%	341
2021 Q3	$75K	Sell	2,000 -3,982	-67%	-$149K	0.01%	321
2021 Q2	$219K	Hold	5,982	–	–	0.04%	172
2021 Q1	$204K	Hold	5,982	–	–	0.04%	176
2020 Q4	$176K	Buy	+5,982	New	+$160K	0.03%	181
2020 Q1	–	Sell	-7,085	Closed	-$218K	–	183
2019 Q4	$218K	Hold	7,085	–	–	0.05%	158
2019 Q3	$203K	Buy	+7,085	New	+$196K	0.04%	165

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Graves Light Lenhart Wealth's XLF Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,116 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #191.

Graves Light Lenhart Wealth first reported a position in XLF in Q3 2019 and has held it in 16 quarters since. The position peaked at $235K in Q3 2024. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Graves Light Lenhart Wealth held 4,116 shares of State Street Financial Select Sector SPDR ETF worth $221K as of Q2 2026.
Graves Light Lenhart Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #191 holding.
Graves Light Lenhart Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and has held it in 16 quarters since.
Graves Light Lenhart Wealth's State Street Financial Select Sector SPDR ETF position peaked at $235K in Q3 2024.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.