Capital Planning Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Capital Planning Advisors’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	–	Sell	-113,023	Closed	-$6.19M	–	167
2025 Q4	$6.19M	Buy	113,023 +7,832	+7%	+$417K	0.83%	29
2025 Q3	$5.67M	Sell	105,191 -5,855	-5%	-$310K	0.78%	32
2025 Q2	$5.82M	Sell	111,046 -857	-0.8%	-$42.4K	0.85%	34
2025 Q1	$5.57M	Buy	111,903 +39,413	+54%	+$1.98M	0.86%	32
2024 Q4	$3.5M	Buy	+72,490	New	+$3.51M	0.54%	45
2019 Q4	–	Sell	-579	Closed	-$16K	–	154
2019 Q3	$16K	Buy	+579	New	+$16K	﹤0.01%	140
2018 Q4	–	Sell	-141,013	Closed	-$3.89M	–	125
2018 Q3	$3.89M	Buy	141,013 +35,707	+34%	+$999K	1.24%	23
2018 Q2	$2.8M	Sell	105,306 -25,656	-20%	-$708K	1.27%	17
2018 Q1	$3.61M	Buy	130,962 +3,682	+3%	+$106K	1.28%	19
2017 Q4	$3.55M	Buy	127,280 +14,890	+13%	+$401K	1.25%	21
2017 Q3	$2.91M	Buy	112,390 +10,407	+10%	+$260K	1.14%	24
2017 Q2	$2.52M	Buy	101,983 +25,273	+33%	+$600K	1.11%	27
2017 Q1	$1.82M	Buy	76,710 +6,430	+9%	+$154K	0.9%	28
2016 Q4	$1.63M	Buy	70,280 +59,005	+523%	+$1.27M	0.87%	28
2016 Q3	$218K	Sell	11,275 -9,197	-45%	-$190K	0.12%	89
2016 Q2	$411K	Buy	20,472 +342	+2%	+$6.92K	0.23%	75
2016 Q1	$398K	Buy	20,130 +4,873	+32%	+$92.8K	0.19%	73
2015 Q4	$319K	Sell	15,257 -964	-6%	-$20.3K	0.19%	83
2015 Q3	$323K	Buy	+16,221	New	+$344K	0.21%	78

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

Capital Planning Advisors's XLF Position: Q1 2026 in Review

Capital Planning Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 113,023 shares — an estimated $6.19M sold.

Capital Planning Advisors first reported a position in XLF in Q3 2015 and held it in 19 quarters. The position peaked at $6.19M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Capital Planning Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capital Planning Advisors sold 113,023 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $6.19M.
Capital Planning Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and held it in 19 quarters.
Capital Planning Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6.19M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.