Greystone Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Greystone Financial Group’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	$631K	Sell	11,771 -1,697	-13%	-$88.2K	0.18%	59
2026 Q1	$665K	Sell	13,468 -6,519	-33%	-$340K	0.19%	54
2025 Q4	$1.09M	Buy	19,987 +1,435	+8%	+$76.5K	0.17%	62
2025 Q3	$999K	Sell	18,552 -744	-4%	-$39.4K	0.15%	65
2025 Q2	$1.01M	Buy	19,296 +4,164	+28%	+$206K	0.17%	60
2025 Q1	$754K	Buy	+15,132	New	+$759K	0.14%	74

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 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

Greystone Financial Group's XLF Position: Q2 2026 in Review

Greystone Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, selling an estimated $88.2K and leaving 11,771 shares worth $631K. The position accounts for 0.18% of the portfolio, ranked #59.

Greystone Financial Group first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2025. 949 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Greystone Financial Group held 11,771 shares of State Street Financial Select Sector SPDR ETF worth $631K as of Q2 2026.
Greystone Financial Group sold 1,697 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $88.2K.
State Street Financial Select Sector SPDR ETF made up 0.18% of Greystone Financial Group's portfolio in Q2 2026, its #59 holding.
Greystone Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Greystone Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $1.09M in Q4 2025.
949 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.