BFC Planning, Inc.’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BFC Planning, Inc.’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	$1.63M	Sell	30,336 -234	-0.8%	-$12.2K	0.07%	282
2026 Q1	$1.51M	Sell	30,570 -79	-0.3%	-$4.12K	0.07%	276
2025 Q4	$1.68M	Buy	30,649 +11,049	+56%	+$589K	0.07%	255
2025 Q3	$1.06M	Sell	19,600 -459	-2%	-$24.3K	0.08%	223
2025 Q2	$1.05M	Sell	20,059 -4,291	-18%	-$212K	0.08%	212
2025 Q1	$1.21M	Buy	24,350 +47	+0.2%	+$2.36K	0.11%	175
2024 Q4	$1.17M	Buy	+24,303	New	+$1.18M	0.1%	182

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

BFC Planning, Inc.'s XLF Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.77% in Q2 2026, selling an estimated $12.2K and leaving 30,336 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #282.

BFC Planning, Inc. first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2025. 1,907 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

BFC Planning, Inc. held 30,336 shares of State Street Financial Select Sector SPDR ETF worth $1.63M as of Q2 2026.
BFC Planning, Inc. sold 234 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2K.
State Street Financial Select Sector SPDR ETF made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #282 holding.
BFC Planning, Inc. first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street Financial Select Sector SPDR ETF position peaked at $1.68M in Q4 2025.
1,907 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.