J. Goldman & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

J. Goldman & Co’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	$7.71M	Sell	143,886 -418,021	-74%	-$21.7M	0.2%	144
2026 Q1	$27.7M	Buy	561,907 +404,926	+258%	+$21.1M	0.81%	16
2025 Q4	$8.6M	Sell	156,981 -75,351	-32%	-$4.02M	0.23%	121
2025 Q3	$12.5M	Sell	232,332 -32,568	-12%	-$1.73M	0.31%	97
2025 Q2	$13.9M	Sell	264,900 -168,837	-39%	-$8.36M	0.33%	104
2025 Q1	$21.6M	Buy	433,737 +261,359	+152%	+$13.1M	0.53%	46
2024 Q4	$8.33M	Buy	172,378 +154,397	+859%	+$7.47M	0.22%	142
2024 Q3	$815K	Buy	+17,981	New	+$785K	0.02%	309
2024 Q1	–	Sell	-14,774	Closed	-$556K	–	540
2023 Q4	$556K	Sell	14,774 -347,174	-96%	-$12M	0.02%	260
2023 Q3	$12M	Buy	361,948 +182,767	+102%	+$6.3M	0.42%	73
2023 Q2	$6.04M	Buy	179,181 +152,931	+583%	+$4.99M	0.22%	114
2023 Q1	$844K	Sell	26,250 -45,486	-63%	-$1.58M	0.03%	240
2022 Q4	$2.45M	Buy	+71,736	New	+$2.43M	0.12%	165
2022 Q3	–	Sell	-115,372	Closed	-$3.63M	–	512
2022 Q2	$3.63M	Buy	115,372 +65,721	+132%	+$2.27M	0.18%	138
2022 Q1	$1.9M	Buy	+49,651	New	+$1.94M	0.09%	207
2021 Q4	–	Sell	-39,914	Closed	-$1.5M	–	453
2021 Q3	$1.5M	Sell	39,914 -31,898	-44%	-$1.19M	0.08%	218
2021 Q2	$2.63M	Buy	71,812 +2,607	+4%	+$95.4K	0.1%	203
2021 Q1	$2.36M	Buy	+69,205	New	+$2.22M	0.08%	233
2020 Q4	–	Sell	-57,087	Closed	-$1.37M	–	493
2020 Q3	$1.37M	Buy	57,087 +36,438	+176%	+$886K	0.09%	194
2020 Q2	$478K	Buy	+20,649	New	+$469K	0.03%	222
2020 Q1	–	Sell	-42,745	Closed	-$1.32M	–	349
2019 Q4	$1.32M	Buy	42,745 +7,119	+20%	+$209K	0.09%	169
2019 Q3	$998K	Buy	+35,626	New	+$983K	0.07%	186
2018 Q4	–	Sell	-36,686	Closed	-$1.01M	–	326
2018 Q3	$1.01M	Buy	+36,686	New	+$1.03M	0.07%	187
2017 Q4	–	Sell	-129,229	Closed	-$3.34M	–	453
2017 Q3	$3.34M	Buy	129,229 +38,924	+43%	+$971K	0.17%	153
2017 Q2	$2.23M	Buy	+90,305	New	+$2.14M	0.12%	174

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

J. Goldman & Co's XLF Position: Q2 2026 in Review

J. Goldman & Co reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 74% in Q2 2026, selling an estimated $21.7M and leaving 143,886 shares worth $7.71M. The position accounts for 0.2% of the portfolio, ranked #144.

J. Goldman & Co first reported a position in XLF in Q2 2017 and has held it in 25 quarters since. The position peaked at $27.7M in Q1 2026. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

J. Goldman & Co held 143,886 shares of State Street Financial Select Sector SPDR ETF worth $7.71M as of Q2 2026.
J. Goldman & Co sold 418,021 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7M.
State Street Financial Select Sector SPDR ETF made up 0.2% of J. Goldman & Co's portfolio in Q2 2026, its #144 holding.
J. Goldman & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and has held it in 25 quarters since.
J. Goldman & Co's State Street Financial Select Sector SPDR ETF position peaked at $27.7M in Q1 2026.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.