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

Comprehensive 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	$598K	Sell	11,154 -1,956	-15%	-$102K	0.32%	69
2026 Q1	$647K	Buy	13,110 +98	+0.8%	+$5.11K	0.45%	57
2025 Q4	$713K	Buy	13,012 +43	+0.3%	+$2.29K	0.47%	52
2025 Q3	$699K	Buy	12,969 +1,417	+12%	+$75.1K	0.48%	48
2025 Q2	$605K	Sell	11,552 -62	-0.5%	-$3.07K	0.48%	53
2025 Q1	$578K	Buy	11,614 +8,590	+284%	+$431K	0.56%	44
2024 Q4	$146K	Buy	+3,024	New	+$146K	0.12%	106

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

Comprehensive Financial Planning's XLF Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, selling an estimated $102K and leaving 11,154 shares worth $598K. The position accounts for 0.32% of the portfolio, ranked #69.

Comprehensive Financial Planning first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $713K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Comprehensive Financial Planning held 11,154 shares of State Street Financial Select Sector SPDR ETF worth $598K as of Q2 2026.
Comprehensive Financial Planning sold 1,956 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $102K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Comprehensive Financial Planning's portfolio in Q2 2026, its #69 holding.
Comprehensive Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $713K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.