Commonwealth Retirement Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Commonwealth Retirement Investments’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	$3.91K	Buy	+73	New	+$3.79K	﹤0.01%	356
2026 Q1	–	Sell	-73	Closed	-$4K	–	418
2025 Q4	$4K	Buy	+73	New	+$3.89K	﹤0.01%	373

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 22.9% 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

Commonwealth Retirement Investments's XLF Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 73 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in XLF as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $4K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Commonwealth Retirement Investments held 73 shares of State Street Financial Select Sector SPDR ETF worth $3.91K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Commonwealth Retirement Investments position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #356 holding.
Commonwealth Retirement Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Commonwealth Retirement Investments's State Street Financial Select Sector SPDR ETF position peaked at $4K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.