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

Financial Life Planners’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	$459K	Sell	8,559 -2,911	-25%	-$151K	0.29%	35
2026 Q1	$566K	Sell	11,470 -150	-1%	-$7.82K	0.43%	25
2025 Q4	$636K	Sell	11,620 -37	-0.3%	-$1.97K	0.46%	27
2025 Q3	$628K	Sell	11,657 -2,758	-19%	-$146K	0.42%	26
2025 Q2	$755K	Buy	14,415 +229	+2%	+$11.3K	0.61%	23
2025 Q1	$707K	Buy	14,186 +7,264	+105%	+$364K	0.69%	18
2024 Q4	$335K	Buy	+6,922	New	+$335K	0.28%	39

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Financial Life Planners's XLF Position: Q2 2026 in Review

Financial Life Planners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q2 2026, selling an estimated $151K and leaving 8,559 shares worth $459K. The position accounts for 0.29% of the portfolio, ranked #35.

Financial Life Planners first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $755K in Q2 2025. 894 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Financial Life Planners held 8,559 shares of State Street Financial Select Sector SPDR ETF worth $459K as of Q2 2026.
Financial Life Planners sold 2,911 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $151K.
State Street Financial Select Sector SPDR ETF made up 0.29% of Financial Life Planners's portfolio in Q2 2026, its #35 holding.
Financial Life Planners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's State Street Financial Select Sector SPDR ETF position peaked at $755K in Q2 2025.
894 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.