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 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 $1.56T 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

Cassady Wealth & Retirement Planning's XLF Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.1% in Q1 2026, buying an estimated $730 and bringing the position to 13,884 shares worth $724K. The position accounts for 0.37% of the portfolio, ranked #56.

Cassady Wealth & Retirement Planning first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $760K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cassady Wealth & Retirement Planning held 13,884 shares of State Street Financial Select Sector SPDR ETF worth $724K as of Q1 2026.
Cassady Wealth & Retirement Planning bought 14 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $730.
State Street Financial Select Sector SPDR ETF made up 0.37% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #56 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 2 quarters since.
Cassady Wealth & Retirement Planning's State Street Financial Select Sector SPDR ETF position peaked at $760K 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 Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.