CFC Planning Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CFC Planning Company’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	–	Sell	-42,989	Closed	-$2.12M	–	88
2026 Q1	$2.12M	Sell	42,989 -1,266	-3%	-$66K	1.51%	26
2025 Q4	$2.42M	Sell	44,255 -4,802	-10%	-$256K	1.84%	23
2025 Q3	$2.64M	Buy	49,057 +9,747	+25%	+$516K	2.17%	16
2025 Q2	$2.06M	Buy	39,310 +3,832	+11%	+$190K	1.94%	22
2025 Q1	$1.77M	Sell	35,478 -13,446	-27%	-$674K	1.89%	20
2024 Q4	$2.36M	Buy	+48,924	New	+$2.37M	2.53%	18

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

CFC Planning Company's XLF Position: Q2 2026 in Review

CFC Planning Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 42,989 shares — an estimated $2.12M sold.

CFC Planning Company first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $2.64M in Q3 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CFC Planning Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
CFC Planning Company sold 42,989 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.12M.
CFC Planning Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
CFC Planning Company's State Street Financial Select Sector SPDR ETF position peaked at $2.64M in Q3 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.