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 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 $1.56T 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

CFC Planning Company's XLF Position: Q1 2026 in Review

CFC Planning Company reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q1 2026, selling an estimated $66K and leaving 42,989 shares worth $2.12M. The position accounts for 1.51% of the portfolio, ranked #26.

CFC Planning Company first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.64M in Q3 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

CFC Planning Company held 42,989 shares of State Street Financial Select Sector SPDR ETF worth $2.12M as of Q1 2026.
CFC Planning Company sold 1,266 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $66K.
State Street Financial Select Sector SPDR ETF made up 1.51% of CFC Planning Company's portfolio in Q1 2026, its #26 holding.
CFC Planning Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
CFC Planning Company's State Street Financial Select Sector SPDR ETF position peaked at $2.64M in Q3 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.