Greenwood Capital Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Greenwood Capital Associates’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	$228K	Sell	4,261 -882	-17%	-$45.8K	0.02%	282
2026 Q1	$254K	Sell	5,143 -4,649	-47%	-$242K	0.03%	276
2025 Q4	$536K	Sell	9,792 -625	-6%	-$33.3K	0.06%	183
2025 Q3	$561K	Sell	10,417 -1,027	-9%	-$54.4K	0.06%	180
2025 Q2	$599K	Sell	11,444 -365	-3%	-$18.1K	0.07%	171
2025 Q1	$588K	Sell	11,809 -16,924	-59%	-$849K	0.08%	168
2024 Q4	$1.39M	Sell	28,733 -10,032	-26%	-$485K	0.18%	106
2024 Q3	$1.76M	Sell	38,765 -1,954	-5%	-$85.3K	0.23%	91
2024 Q2	$1.67M	Sell	40,719 -1,471	-3%	-$60.5K	0.22%	101
2024 Q1	$1.78M	Sell	42,190 -10,789	-20%	-$426K	0.24%	97
2023 Q4	$1.99M	Buy	52,979 +8,267	+18%	+$286K	0.26%	86
2023 Q3	$1.48M	Buy	44,712 +11,217	+33%	+$387K	0.22%	94
2023 Q2	$1.13M	Sell	33,495 -384	-1%	-$12.5K	0.16%	118
2023 Q1	$1.09M	Sell	33,879 -67	-0.2%	-$2.33K	0.16%	125
2022 Q4	$1.16M	Sell	33,946 -6,471	-16%	-$219K	0.19%	98
2022 Q3	$1.23M	Buy	40,417 +20,264	+101%	+$670K	0.21%	95
2022 Q2	$634K	Sell	20,153 -16,907	-46%	-$584K	0.1%	156
2022 Q1	$1.42M	Buy	37,060 +9,623	+35%	+$376K	0.37%	46
2021 Q4	$1.07M	Sell	27,437 -15,504	-36%	-$609K	0.15%	119
2021 Q3	$1.61M	Buy	42,941 +7,836	+22%	+$293K	0.25%	78
2021 Q2	$1.29M	Sell	35,105 -2,865	-8%	-$105K	0.19%	88
2021 Q1	$1.29M	Buy	37,970 +2,867	+8%	+$92.1K	0.2%	89
2020 Q4	$1.03M	Buy	+35,103	New	+$939K	0.17%	101
2019 Q2	–	Sell	-63,265	Closed	-$1.63M	–	201
2019 Q1	$1.63M	Sell	63,265 -60,096	-49%	-$1.55M	0.42%	60
2018 Q4	$2.94M	Buy	+123,361	New	+$3.2M	0.77%	51
2017 Q3	–	Sell	-103,498	Closed	-$2.55M	–	227
2017 Q2	$2.55M	Buy	103,498 +2,309	+2%	+$54.8K	0.66%	69
2017 Q1	$2.4M	Sell	101,189 -69,057	-41%	-$1.65M	0.63%	74
2016 Q4	$3.96M	Buy	170,246 +2,631	+2%	+$56.4K	1.12%	27
2016 Q3	$3.23M	Sell	167,615 -15,376	-8%	-$317K	0.98%	42
2016 Q2	$3.67M	Buy	182,991 +19,500	+12%	+$395K	1.13%	30
2016 Q1	$3.23M	Sell	163,491 -76,136	-32%	-$1.45M	1.02%	40
2015 Q4	$5.01M	Buy	239,627 +9,995	+4%	+$211K	1.62%	13
2015 Q3	$4.57M	Buy	229,632 +1,368	+0.6%	+$29K	1.62%	17
2015 Q2	$4.88M	Buy	228,264 +49,181	+27%	+$1.06M	1.48%	22
2015 Q1	$3.79M	Buy	179,083 +82,862	+86%	+$1.75M	1.09%	39
2014 Q4	$2.09M	Buy	96,221 +20,135	+26%	+$422K	0.6%	69
2014 Q3	$1.55M	Buy	76,086 +16,555	+28%	+$334K	0.48%	74
2014 Q2	$1.19M	Sell	59,531 -39,325	-40%	-$766K	0.37%	78
2014 Q1	$1.94M	Sell	98,856 -1,068	-1%	-$20.4K	0.62%	72
2013 Q4	$1.92M	Buy	99,924 +2,847	+3%	+$52.4K	0.6%	72
2013 Q3	$1.7M	Buy	+97,077	New	+$1.72M	0.6%	72

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

Greenwood Capital Associates's XLF Position: Q2 2026 in Review

Greenwood Capital Associates reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, selling an estimated $45.8K and leaving 4,261 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #282.

Greenwood Capital Associates first reported a position in XLF in Q3 2013 and has held it in 41 quarters since. The position peaked at $5.01M in Q4 2015. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Greenwood Capital Associates held 4,261 shares of State Street Financial Select Sector SPDR ETF worth $228K as of Q2 2026.
Greenwood Capital Associates sold 882 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $45.8K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Greenwood Capital Associates's portfolio in Q2 2026, its #282 holding.
Greenwood Capital Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 41 quarters since.
Greenwood Capital Associates's State Street Financial Select Sector SPDR ETF position peaked at $5.01M in Q4 2015.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.