Center for Financial Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Center for Financial 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	$38.9K	Hold	725	–	–	﹤0.01%	359
2026 Q1	$35.8K	Hold	725	–	–	﹤0.01%	350
2025 Q4	$39.7K	Sell	725 -38	-5%	-$2.02K	﹤0.01%	323
2025 Q3	$41.1K	Hold	763	–	–	﹤0.01%	329
2025 Q2	$40K	Hold	763	–	–	﹤0.01%	319
2025 Q1	$38K	Hold	763	–	–	﹤0.01%	310
2024 Q4	$36.9K	Buy	763 +38	+5%	+$1.84K	﹤0.01%	297
2024 Q3	$32.9K	Hold	725	–	–	﹤0.01%	292
2024 Q2	$29.8K	Hold	725	–	–	﹤0.01%	289
2024 Q1	$30.5K	Buy	725 +200	+38%	+$7.89K	﹤0.01%	289
2023 Q4	$19.7K	Hold	525	–	–	﹤0.01%	312
2023 Q3	$17.4K	Sell	525 -180	-26%	-$6.2K	﹤0.01%	309
2023 Q2	$23.8K	Hold	705	–	–	0.01%	305
2023 Q1	$22.7K	Hold	705	–	–	0.01%	285
2022 Q4	$24.1K	Hold	705	–	–	0.01%	283
2022 Q3	$21K	Hold	705	–	–	0.01%	292
2022 Q2	$22K	Hold	705	–	–	0.01%	288
2022 Q1	$27K	Hold	705	–	–	0.01%	286
2021 Q4	$28K	Sell	705 -140	-17%	-$5.5K	0.01%	288
2021 Q3	$32K	Buy	845 +140	+20%	+$5.24K	0.01%	264
2021 Q2	$26K	Hold	705	–	–	0.01%	286
2021 Q1	$24K	Hold	705	–	–	0.01%	293
2020 Q4	$21K	Buy	705 +525	+292%	+$14K	0.01%	281
2020 Q3	$4K	Hold	180	–	–	﹤0.01%	377
2020 Q2	$4K	Hold	180	–	–	﹤0.01%	385
2020 Q1	$4K	Hold	180	–	–	﹤0.01%	445
2019 Q4	$6K	Buy	+180	New	+$5.28K	﹤0.01%	358

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Center for Financial Planning's XLF Position: Q2 2026 in Review

Center for Financial Planning held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 725 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Center for Financial Planning first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $41.1K in Q3 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Center for Financial Planning held 725 shares of State Street Financial Select Sector SPDR ETF worth $38.9K as of Q2 2026.
Center for Financial Planning left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #359 holding.
Center for Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $41.1K in Q3 2025.
630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.