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Game Plan Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Game Plan Financial Advisors’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 		$6.28M Buy
127,241
+1,998
+2% +$104K 2.83% 10
2025
Q4 		$6.86M Buy
125,243
+737
+0.6% +$39.3K 2.76% 10
2025
Q3 		$6.71M Buy
124,506
+8,777
+8% +$465K 2.78% 9
2025
Q2 		$6.06M Sell
115,729
-6,257
-5% -$310K 2.65% 9
2025
Q1 		$6.08M Buy
121,986
+8,337
+7% +$418K 2.95% 9
2024
Q4 		$5.49M Sell
113,649
-203
-0.2% -$9.82K 2.6% 11
2024
Q3 		$5.16M Buy
113,852
+2,571
+2% +$112K 2.5% 11
2024
Q2 		$4.57M Buy
111,281
+1,454
+1% +$59.8K 2.25% 12
2024
Q1 		$4.63M Sell
109,827
-4,100
-4% -$162K 2.34% 12
2023
Q4 		$4.28M Buy
+113,927
New +$3.94M 2.45% 10
2022
Q4 		$2.96M Buy
86,450
+13,525
+19% +$457K 2.43% 12
2022
Q3 		$2.21M Sell
72,925
-120
-0.2% -$3.97K 1.87% 20
2022
Q2 		$2.29M Sell
73,045
-53,618
-42% -$1.85M 1.84% 21
2022
Q1 		$4.85M Buy
126,663
+14,773
+13% +$577K 2.9% 6
2021
Q4 		$4.37M Buy
111,890
+16,308
+17% +$641K 2.34% 11
2021
Q3 		$3.59M Buy
95,582
+11,040
+13% +$413K 2.14% 13
2021
Q2 		$3.1M Buy
84,542
+8,846
+12% +$324K 1.85% 18
2021
Q1 		$2.59M Buy
75,696
+5,580
+8% +$179K 1.67% 20
2020
Q4 		$2.06M Sell
70,116
-990
-1% -$26.5K 1.47% 24
2020
Q3 		$1.71M Buy
+71,106
New +$1.73M 1.72% 24
2020
Q2 		– Sell
-101,324
Closed -$2.11M – 94
2020
Q1 		$2.11M Buy
101,324
+7,253
+8% +$200K 2.48% 10
2019
Q4 		$2.9M Buy
+94,071
New +$2.76M 2.71% 10

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Game Plan Financial Advisors's XLF Position: Q1 2026 in Review

Game Plan Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q1 2026, buying an estimated $104K and bringing the position to 127,241 shares worth $6.28M. The position accounts for 2.83% of the portfolio, ranked #10.

Game Plan Financial Advisors first reported a position in XLF in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.86M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Game Plan Financial Advisors held 127,241 shares of State Street Financial Select Sector SPDR ETF worth $6.28M as of Q1 2026.
  • Game Plan Financial Advisors bought 1,998 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $104K.
  • State Street Financial Select Sector SPDR ETF made up 2.83% of Game Plan Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Game Plan Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
  • Game Plan Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6.86M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.