Cassady Wealth & Retirement Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cassady Wealth & Retirement 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	$691K	Sell	12,893 -991	-7%	-$51.5K	0.32%	57
2026 Q1	$724K	Buy	13,884 +14	+0.1%	+$730	0.37%	56
2025 Q4	$760K	Buy	+13,870	New	+$739K	0.5%	55

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

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

Cassady Wealth & Retirement Planning reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.1% in Q2 2026, selling an estimated $51.5K and leaving 12,893 shares worth $691K. The position accounts for 0.32% of the portfolio, ranked #57.

Cassady Wealth & Retirement Planning first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $760K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cassady Wealth & Retirement Planning held 12,893 shares of State Street Financial Select Sector SPDR ETF worth $691K as of Q2 2026.
Cassady Wealth & Retirement Planning sold 991 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $51.5K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #57 holding.
Cassady Wealth & Retirement Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Cassady Wealth & Retirement Planning's State Street Financial Select Sector SPDR ETF position peaked at $760K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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