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Sharper & Granite’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sharper & Granite’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 		$8.56M Buy
159,643
+5,702
+4% +$296K 2.65% 9
2026
Q1 		$7.6M Buy
153,941
+24,115
+19% +$1.26M 2.6% 8
2025
Q4 		$7.11M Buy
129,826
+5,316
+4% +$283K 2.5% 9
2025
Q3 		$6.71M Buy
124,510
+35,221
+39% +$1.87M 2.4% 10
2025
Q2 		$4.7M Buy
89,289
+28,695
+47% +$1.42M 1.79% 21
2025
Q1 		$3.02M Buy
60,594
+5,036
+9% +$253K 1.25% 25
2024
Q4 		$2.69M Buy
55,558
+6,280
+13% +$304K 1.18% 25
2024
Q3 		$2.23M Buy
49,278
+3,531
+8% +$154K 1% 31
2024
Q2 		$1.88M Buy
45,747
+711
+2% +$29.3K 0.9% 35
2024
Q1 		$1.87M Sell
45,036
-2,245
-5% -$88.6K 0.9% 33
2023
Q4 		$1.78M Buy
47,281
+585
+1% +$20.3K 0.92% 34
2023
Q3 		$1.55M Buy
46,696
+3,695
+9% +$127K 0.9% 36
2023
Q2 		$1.45M Buy
43,001
+5,195
+14% +$170K 0.84% 37
2023
Q1 		$1.22M Buy
37,806
+4,175
+12% +$145K 0.73% 43
2022
Q4 		$1.15M Buy
+33,631
New +$1.14M 0.77% 43

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Sharper & Granite's XLF Position: Q2 2026 in Review

Sharper & Granite increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.7% in Q2 2026, buying an estimated $296K and bringing the position to 159,643 shares worth $8.56M. The position accounts for 2.65% of the portfolio, ranked #9.

Sharper & Granite first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Sharper & Granite held 159,643 shares of State Street Financial Select Sector SPDR ETF worth $8.56M as of Q2 2026.
  • Sharper & Granite bought 5,702 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $296K.
  • State Street Financial Select Sector SPDR ETF made up 2.65% of Sharper & Granite's portfolio in Q2 2026, its #9 holding.
  • Sharper & Granite first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.