Axim Planning & Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Axim Planning & Wealth’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 Q1	$229K	Sell	4,636 -1,065	-19%	-$55.5K	0.28%	68
2025 Q4	$312K	Sell	5,701 -1,185	-17%	-$63.1K	0.33%	48
2025 Q3	$371K	Buy	6,886 +648	+10%	+$34.3K	0.29%	42
2025 Q2	$327K	Buy	6,238 +1,861	+43%	+$92.1K	0.3%	24
2025 Q1	$218K	Buy	+4,377	New	+$220K	0.19%	35

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

Axim Planning & Wealth's XLF Position: Q1 2026 in Review

Axim Planning & Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q1 2026, selling an estimated $55.5K and leaving 4,636 shares worth $229K. The position accounts for 0.28% of the portfolio, ranked #68.

Axim Planning & Wealth first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $371K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Axim Planning & Wealth held 4,636 shares of State Street Financial Select Sector SPDR ETF worth $229K as of Q1 2026.
Axim Planning & Wealth sold 1,065 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $55.5K.
State Street Financial Select Sector SPDR ETF made up 0.28% of Axim Planning & Wealth's portfolio in Q1 2026, its #68 holding.
Axim Planning & Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Axim Planning & Wealth's State Street Financial Select Sector SPDR ETF position peaked at $371K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.