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

Greenwood Gearhart’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	$30.7M	Buy	572,622 +63,080	+12%	+$3.28M	1.43%	24
2026 Q1	$25.2M	Buy	509,542 +46,234	+10%	+$2.41M	1.36%	26
2025 Q4	$25.4M	Sell	463,308 -213,187	-32%	-$11.4M	1.4%	25
2025 Q3	$36.4M	Buy	676,495 +15,634	+2%	+$828K	2.1%	20
2025 Q2	$34.6M	Buy	660,861 +29,782	+5%	+$1.47M	2.16%	18
2025 Q1	$31.4M	Buy	631,079 +38,323	+6%	+$1.92M	2.17%	14
2024 Q4	$28.6M	Buy	592,756 +305,765	+107%	+$14.8M	1.98%	20
2024 Q3	$13M	Buy	+286,991	New	+$12.5M	1.08%	31

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

Greenwood Gearhart's XLF Position: Q2 2026 in Review

Greenwood Gearhart increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, buying an estimated $3.28M and bringing the position to 572,622 shares worth $30.7M. The position accounts for 1.43% of the portfolio, ranked #24.

Greenwood Gearhart first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.4M in Q3 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Greenwood Gearhart held 572,622 shares of State Street Financial Select Sector SPDR ETF worth $30.7M as of Q2 2026.
Greenwood Gearhart bought 63,080 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.28M.
State Street Financial Select Sector SPDR ETF made up 1.43% of Greenwood Gearhart's portfolio in Q2 2026, its #24 holding.
Greenwood Gearhart first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Greenwood Gearhart's State Street Financial Select Sector SPDR ETF position peaked at $36.4M in Q3 2025.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.