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

Cypress 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 Q1	–	Sell	-5,876	Closed	-$324K	–	112
2025 Q4	$324K	Sell	5,876 -154,045	-96%	-$8.21M	0.09%	84
2025 Q3	$8.61M	Buy	159,921 +2,565	+2%	+$136K	2.63%	12
2025 Q2	$8.24M	Buy	157,356 +5,880	+4%	+$291K	2.69%	12
2025 Q1	$7.55M	Buy	+151,476	New	+$7.6M	2.69%	13

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

Cypress Financial Planning's XLF Position: Q1 2026 in Review

Cypress Financial Planning sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 5,876 shares — an estimated $324K sold.

Cypress Financial Planning first reported a position in XLF in Q1 2025 and held it in 4 quarters. The position peaked at $8.61M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cypress Financial Planning reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cypress Financial Planning sold 5,876 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $324K.
Cypress Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
Cypress Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $8.61M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cypress Financial Planning's 13F filing for Q1 2026, filed 15 Apr 2026.