Gray Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gray Private 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	$267K	Hold	4,988	–	–	0.12%	45
2026 Q1	$246K	Hold	4,988	–	–	0.12%	41
2025 Q4	$273K	Buy	4,988 +9	+0.2%	+$480	0.13%	37
2025 Q3	$268K	Buy	4,979 +9	+0.2%	+$477	0.14%	37
2025 Q2	$260K	Buy	4,970 +9	+0.2%	+$445	0.14%	37
2025 Q1	$247K	Buy	4,961 +9	+0.2%	+$451	0.15%	34
2024 Q4	$239K	Buy	4,952 +11	+0.2%	+$532	0.14%	35
2024 Q3	$224K	Buy	4,941 +10	+0.2%	+$436	0.13%	37
2024 Q2	$203K	Buy	4,931 +11	+0.2%	+$453	0.13%	38
2024 Q1	$207K	Buy	+4,920	New	+$194K	0.14%	36

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 22.96% 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

Gray Private Wealth's XLF Position: Q2 2026 in Review

Gray Private Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 4,988 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #45.

Gray Private Wealth first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $273K in Q4 2025. 1,886 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Gray Private Wealth held 4,988 shares of State Street Financial Select Sector SPDR ETF worth $267K as of Q2 2026.
Gray Private 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 0.12% of Gray Private Wealth's portfolio in Q2 2026, its #45 holding.
Gray Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Gray Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $273K in Q4 2025.
1,886 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.