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

Bernardo Wealth Planning’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	$238K	Buy	4,440 +229	+5%	+$11.9K	0.04%	125
2026 Q1	$208K	Buy	+4,211	New	+$219K	0.04%	125
2023 Q2	–	Sell	-6,349	Closed	-$204K	–	95
2023 Q1	$204K	Sell	6,349 -5,701	-47%	-$198K	0.09%	86
2022 Q4	$412K	Sell	12,050 -82,777	-87%	-$2.8M	0.19%	55
2022 Q3	$3.05M	Buy	94,827 +9,591	+11%	+$317K	1.73%	15
2022 Q2	$2.68M	Buy	+85,236	New	+$2.95M	1.53%	14
2021 Q1	–	Sell	-76,250	Closed	-$2.25M	–	164
2020 Q4	$2.25M	Buy	76,250 +3,979	+6%	+$106K	0.87%	24
2020 Q3	$1.74M	Buy	72,271 +8,440	+13%	+$205K	0.78%	24
2020 Q2	$1.48M	Buy	63,831 +5,622	+10%	+$128K	0.79%	26
2020 Q1	$1.21M	Buy	58,209 +5,163	+10%	+$142K	0.84%	30
2019 Q4	$1.63M	Sell	53,046 -718	-1%	-$21.1K	0.99%	25
2019 Q3	$1.5M	Sell	53,764 -2,207	-4%	-$60.9K	1.09%	20
2019 Q2	$1.54M	Buy	55,971 +1,216	+2%	+$32.9K	1.21%	21
2019 Q1	$1.41M	Buy	54,755 +7,281	+15%	+$188K	1.12%	22
2018 Q4	$1.13M	Buy	+47,474	New	+$1.23M	1%	24

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 22.96% 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

Bernardo Wealth Planning's XLF Position: Q2 2026 in Review

Bernardo Wealth Planning increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 4,440 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #125.

Bernardo Wealth Planning first reported a position in XLF in Q4 2018 and has held it in 15 quarters since. The position peaked at $3.05M in Q3 2022. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Bernardo Wealth Planning held 4,440 shares of State Street Financial Select Sector SPDR ETF worth $238K as of Q2 2026.
Bernardo Wealth Planning bought 229 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.9K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #125 holding.
Bernardo Wealth Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 15 quarters since.
Bernardo Wealth Planning's State Street Financial Select Sector SPDR ETF position peaked at $3.05M in Q3 2022.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.