GWN Securities’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

GWN Securities’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	$1.8M	Sell	33,610 -3,028	-8%	-$157K	0.3%	91
2026 Q1	$1.81M	Buy	36,638 +9,897	+37%	+$516K	0.35%	81
2025 Q4	$1.46M	Buy	26,741 +9,916	+59%	+$528K	0.3%	87
2025 Q3	$907K	Sell	16,825 -6,635	-28%	-$352K	0.21%	116
2025 Q2	$1.23M	Sell	23,460 -31,816	-58%	-$1.57M	0.23%	95
2025 Q1	$2.78M	Buy	55,276 +49,156	+803%	+$2.47M	0.16%	160
2024 Q4	$311K	Buy	+6,120	New	+$296K	0.08%	239

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

GWN Securities's XLF Position: Q2 2026 in Review

GWN Securities reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.3% in Q2 2026, selling an estimated $157K and leaving 33,610 shares worth $1.8M. The position accounts for 0.3% of the portfolio, ranked #91.

GWN Securities first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q1 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

GWN Securities held 33,610 shares of State Street Financial Select Sector SPDR ETF worth $1.8M as of Q2 2026.
GWN Securities sold 3,028 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Financial Select Sector SPDR ETF made up 0.3% of GWN Securities's portfolio in Q2 2026, its #91 holding.
GWN Securities first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's State Street Financial Select Sector SPDR ETF position peaked at $2.78M in Q1 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.