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
2023 Q1	–	Sell	-300,000	Closed	-$10.3M	–	504
2022 Q4	$10.3M	Buy	+300,000	New	+$10.1M	0.5%	62
2022 Q2	–	Sell	-172,500	Closed	-$6.61M	–	486
2022 Q1	$6.61M	Buy	+172,500	New	+$6.74M	0.3%	95
2017 Q3	–	Sell	-250,000	Closed	-$6.17M	–	418
2017 Q2	$6.17M	Buy	+250,000	New	+$5.93M	0.33%	89

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J. Goldman & Co's XLF Position: Q1 2026 in Review

J. Goldman & Co increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 258% in Q1 2026, buying an estimated $21.1M and bringing the position to 561,907 shares worth $27.7M. The position accounts for 0.81% of the portfolio, ranked #16.

J. Goldman & Co first reported a position in XLF in Q2 2017 and has held it in 24 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

J. Goldman & Co held 561,907 shares of State Street Financial Select Sector SPDR ETF worth $27.7M as of Q1 2026.
J. Goldman & Co bought 404,926 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $21.1M.
State Street Financial Select Sector SPDR ETF made up 0.81% of J. Goldman & Co's portfolio in Q1 2026, its #16 holding.
J. Goldman & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and has held it in 24 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.