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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

H&H Retirement Design & Management's XLF Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.91% in Q1 2026, selling an estimated $14.7K and leaving 30,795 shares worth $1.6M. The position accounts for 0.75% of the portfolio, ranked #31.

H&H Retirement Design & Management first reported a position in XLF in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.68M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

H&H Retirement Design & Management held 30,795 shares of State Street Financial Select Sector SPDR ETF worth $1.6M as of Q1 2026.
H&H Retirement Design & Management sold 283 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $14.7K.
State Street Financial Select Sector SPDR ETF made up 0.75% of H&H Retirement Design & Management's portfolio in Q1 2026, its #31 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 16 quarters since.
H&H Retirement Design & Management's State Street Financial Select Sector SPDR ETF position peaked at $1.68M 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 H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.