H&H Retirement Design & Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

H&H Retirement Design & Management’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	$1.81M	Buy	31,983 +1,188	+4%	+$61.7K	0.82%	26
2026 Q1	$1.6M	Sell	30,795 -283	-0.9%	-$14.7K	0.75%	31
2025 Q4	$1.68M	Buy	31,078 +1,614	+5%	+$86K	0.85%	27
2025 Q3	$1.56M	Sell	29,464 -412	-1%	-$21.8K	0.83%	25
2025 Q2	$1.57M	Buy	29,876 +1,114	+4%	+$55.1K	0.86%	25
2025 Q1	$1.31M	Sell	28,762 -240	-0.8%	-$12K	0.87%	24
2024 Q4	$1.47M	Sell	29,002 -1,544	-5%	-$74.7K	0.89%	23
2024 Q3	$1.43M	Buy	30,546 +1,419	+5%	+$61.9K	0.84%	23
2024 Q2	$1.26M	Buy	29,127 +164	+0.6%	+$6.75K	0.78%	30
2024 Q1	$1.18M	Sell	28,963 -3,882	-12%	-$153K	0.78%	29
2023 Q4	$1.28M	Sell	32,845 -1,203	-4%	-$41.6K	0.81%	25
2023 Q3	$1.13M	Buy	34,048 +88	+0.3%	+$3.03K	0.78%	26
2023 Q2	$1.17M	Sell	33,960 -1,133	-3%	-$37K	0.78%	26
2023 Q1	$1.14M	Buy	35,093 +27,071	+337%	+$941K	0.73%	25
2022 Q4	$290K	Sell	8,022 -456	-5%	-$15.4K	0.24%	61
2022 Q3	$263K	Buy	8,478 +94	+1%	+$3.11K	0.25%	60
2022 Q2	$280K	Buy	+8,384	New	+$290K	0.2%	67

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 22.96% 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

H&H Retirement Design & Management's XLF Position: Q2 2026 in Review

H&H Retirement Design & Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.9% in Q2 2026, buying an estimated $61.7K and bringing the position to 31,983 shares worth $1.81M. The position accounts for 0.82% of the portfolio, ranked #26.

H&H Retirement Design & Management first reported a position in XLF in Q2 2022 and has held it in 17 quarters since. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

H&H Retirement Design & Management held 31,983 shares of State Street Financial Select Sector SPDR ETF worth $1.81M as of Q2 2026.
H&H Retirement Design & Management bought 1,188 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $61.7K.
State Street Financial Select Sector SPDR ETF made up 0.82% of H&H Retirement Design & Management's portfolio in Q2 2026, its #26 holding.
H&H Retirement Design & Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.