Blueprint Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Blueprint Investment Partners’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	$706K	Buy	+13,164	New	+$684K	0.06%	122
2026 Q1	–	Sell	-12,195	Closed	-$668K	–	149
2025 Q4	$668K	Sell	12,195 -3,455	-22%	-$184K	0.07%	101
2025 Q3	$843K	Buy	+15,650	New	+$829K	0.12%	93
2025 Q2	–	Sell	-12,843	Closed	-$640K	–	113
2025 Q1	$640K	Buy	12,843 +1,858	+17%	+$93.2K	0.12%	82
2024 Q4	$531K	Buy	+10,985	New	+$531K	0.08%	119

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

Blueprint Investment Partners's XLF Position: Q2 2026 in Review

Blueprint Investment Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 13,164 shares worth $706K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: Blueprint Investment Partners previously reported a position in XLF as recently as Q4 2025.

Blueprint Investment Partners first reported a position in XLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $843K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Blueprint Investment Partners held 13,164 shares of State Street Financial Select Sector SPDR ETF worth $706K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Blueprint Investment Partners position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.06% of Blueprint Investment Partners's portfolio in Q2 2026, its #122 holding.
Blueprint Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Blueprint Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $843K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.