Capital Wealth Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.55M | Sell |
66,305
-25,813
| -28% | -$1.34M | 0.02% | 118 |
|
|
2026
Q1 | $4.55M | Buy |
92,118
+5,859
| +7% | +$305K | 0.03% | 115 |
|
|
2025
Q4 | $4.72M | Buy |
86,259
+3,523
| +4% | +$188K | 0.03% | 96 |
|
|
2025
Q3 | $4.46M | Sell |
82,736
-33,193
| -29% | -$1.76M | 0.03% | 85 |
|
|
2025
Q2 | $6.07M | Buy |
115,929
+5,736
| +5% | +$284K | 0.05% | 52 |
|
|
2025
Q1 | $5.49M | Buy |
110,193
+47,272
| +75% | +$2.37M | 0.05% | 45 |
|
|
2024
Q4 | $3.04M | Buy |
+62,921
| New | +$3.04M | 0.03% | 62 |
|
|
2024
Q2 | – | Sell |
-33,503
| Closed | -$1.41M | – | 154 |
|
|
2024
Q1 | $1.41M | Buy |
+33,503
| New | +$1.32M | 0.02% | 80 |
|
|
2023
Q3 | – | Sell |
-42,428
| Closed | -$1.43M | – | 159 |
|
|
2023
Q2 | $1.43M | Sell |
42,428
-26,977
| -39% | -$880K | 0.02% | 46 |
|
|
2023
Q1 | $2.23M | Buy |
+69,405
| New | +$2.41M | 0.03% | 37 |
|
|
2022
Q3 | – | Sell |
-33,265
| Closed | -$1.05M | – | 94 |
|
|
2022
Q2 | $1.05M | Buy |
33,265
+1,040
| +3% | +$35.9K | 0.02% | 49 |
|
|
2022
Q1 | $1.24M | Buy |
+32,225
| New | +$1.26M | 0.03% | 45 |
|
|
2020
Q2 | – | Sell |
-121,589
| Closed | -$2.53M | – | 228 |
|
|
2020
Q1 | $2.53M | Buy |
121,589
+49,072
| +68% | +$1.35M | 0.16% | 42 |
|
|
2019
Q4 | $2.23M | Buy |
72,517
+1,940
| +3% | +$56.9K | 0.13% | 48 |
|
|
2019
Q3 | $2.01M | Buy |
70,577
+59,822
| +556% | +$1.65M | 0.13% | 50 |
|
|
2019
Q2 | $297K | Buy |
+10,755
| New | +$291K | 0.02% | 182 |
|
|
2017
Q1 | – | Sell |
-19,000
| Closed | -$442K | – | 103 |
|
|
2016
Q4 | $442K | Sell |
19,000
-5,400
| -22% | -$116K | 0.39% | 36 |
|
|
2016
Q3 | $471K | Sell |
24,400
-3,395
| -12% | -$70K | 0.36% | 39 |
|
|
2016
Q2 | $555K | Sell |
27,795
-456
| -2% | -$9.23K | 0.42% | 41 |
|
|
2016
Q1 | $558K | Hold |
28,251
| – | – | 0.4% | 41 |
|
|
2015
Q4 | $591K | Hold |
28,251
| – | – | 0.54% | 42 |
|
|
2015
Q3 | $562K | Hold |
28,251
| – | – | 0.45% | 45 |
|
|
2015
Q2 | $605K | Hold |
28,251
| – | – | 0.36% | 55 |
|
|
2015
Q1 | $598K | Sell |
28,251
-228
| -0.8% | -$4.82K | 0.31% | 62 |
|
|
2014
Q4 | $618K | Sell |
28,479
-227
| -0.8% | -$4.75K | 0.29% | 65 |
|
|
2014
Q3 | $584K | Sell |
28,706
-2,051
| -7% | -$41.4K | 0.24% | 69 |
|
|
2014
Q2 | $614K | Sell |
30,757
-1,025
| -3% | -$20K | 0.23% | 70 |
|
|
2014
Q1 | $623K | Buy |
+31,782
| New | +$607K | 0.27% | 62 |
|
|
2013
Q4 | – | Sell |
-35,314
| Closed | -$617K | – | 145 |
|
|
2013
Q3 | $617K | Buy |
+35,314
| New | +$626K | 0.28% | 58 |
|
Other funds holding XLF
Capital Wealth Planning's XLF Position: Q2 2026 in Review
Capital Wealth Planning reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 28% in Q2 2026, selling an estimated $1.34M and leaving 66,305 shares worth $3.55M. The position accounts for 0.02% of the portfolio, ranked #118.
Capital Wealth Planning first reported a position in XLF in Q3 2013 and has held it in 29 quarters since. The position peaked at $6.07M in Q2 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Capital Wealth Planning held 66,305 shares of State Street Financial Select Sector SPDR ETF worth $3.55M as of Q2 2026.
- Capital Wealth Planning sold 25,813 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34M.
- State Street Financial Select Sector SPDR ETF made up 0.02% of Capital Wealth Planning's portfolio in Q2 2026, its #118 holding.
- Capital Wealth Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 29 quarters since.
- Capital Wealth Planning's State Street Financial Select Sector SPDR ETF position peaked at $6.07M in Q2 2025.
- 1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.