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 Q2	$217K	Sell	4,056 -580	-13%	-$30.1K	0.3%	82
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 $1.81T 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 22.9% 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

Axim Planning & Wealth's XLF Position: Q2 2026 in Review

Axim Planning & Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2026, selling an estimated $30.1K and leaving 4,056 shares worth $217K. The position accounts for 0.3% of the portfolio, ranked #82.

Axim Planning & Wealth first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $371K in Q3 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Axim Planning & Wealth held 4,056 shares of State Street Financial Select Sector SPDR ETF worth $217K as of Q2 2026.
Axim Planning & Wealth sold 580 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $30.1K.
State Street Financial Select Sector SPDR ETF made up 0.3% of Axim Planning & Wealth's portfolio in Q2 2026, its #82 holding.
Axim Planning & Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Axim Planning & Wealth's State Street Financial Select Sector SPDR ETF position peaked at $371K in Q3 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.