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Steigerwald Gordon & Koch’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Steigerwald Gordon & Koch’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 		$23.5K Hold
439
– – ﹤0.01% 414
2026
Q1 		$21.7K Hold
439
– – ﹤0.01% 417
2025
Q4 		$24K Hold
439
– – ﹤0.01% 423
2025
Q3 		$23.6K Buy
+439
New +$23.3K ﹤0.01% 405

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steigerwald Gordon & Koch's XLF Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 439 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Steigerwald Gordon & Koch first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $24K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Steigerwald Gordon & Koch held 439 shares of State Street Financial Select Sector SPDR ETF worth $23.5K as of Q2 2026.
  • Steigerwald Gordon & Koch left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #414 holding.
  • Steigerwald Gordon & Koch first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's State Street Financial Select Sector SPDR ETF position peaked at $24K in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.