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

Clarity Retirement & Wealth’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	$206K	Buy	+3,846	New	+$200K	0.14%	33

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

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

Clarity Retirement & Wealth opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,846 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #33 among its holdings.

1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Clarity Retirement & Wealth held 3,846 shares of State Street Financial Select Sector SPDR ETF worth $206K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Clarity Retirement & Wealth position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.14% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #33 holding.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.