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Estate Planners Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Estate Planners Group’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
-1,399
Closed -$76.6K – 429
2025
Q4 		$76.6K Buy
+1,399
New +$74.5K 0.03% 112

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Estate Planners Group's XLF Position: Q1 2026 in Review

Estate Planners Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 1,399 shares — an estimated $76.6K sold.

Estate Planners Group first reported a position in XLF in Q4 2025 and held it in 1 quarter. The position peaked at $76.6K in Q4 2025. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Estate Planners Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,399 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $76.6K.
  • Estate Planners Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street Financial Select Sector SPDR ETF position peaked at $76.6K in Q4 2025.
  • 1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.