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

Ignite 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 Q3	$964K	Buy	18,048 +245	+1%	+$13.9K	0.13%	177
2026 Q2	$954K	Sell	17,803 -410	-2%	-$21.3K	0.13%	166
2026 Q1	$895K	Sell	18,213 -2,452	-12%	-$128K	0.14%	162
2025 Q4	$1.1M	Buy	20,665 +4,389	+27%	+$234K	0.17%	137
2025 Q3	$877K	Buy	16,276 +3,161	+24%	+$167K	0.14%	153
2025 Q2	$689K	Buy	13,115 +2,198	+20%	+$109K	0.12%	169
2025 Q1	$532K	Buy	+10,917	New	+$548K	0.1%	188
2023 Q2	–	Sell	-8,203	Closed	-$263K	–	270
2023 Q1	$263K	Sell	8,203 -551	-6%	-$19.1K	0.11%	207
2022 Q4	$317K	Buy	+8,754	New	+$296K	0.13%	177

Other funds holding XLF

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Ignite Planners's XLF Position: Q3 2026 in Review

Ignite Planners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q3 2026, buying an estimated $13.9K and bringing the position to 18,048 shares worth $964K. The position accounts for 0.13% of the portfolio, ranked #177.

Ignite Planners first reported a position in XLF in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2025. 502 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Ignite Planners held 18,048 shares of State Street Financial Select Sector SPDR ETF worth $964K as of Q3 2026.
Ignite Planners bought 245 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $13.9K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Ignite Planners's portfolio in Q3 2026, its #177 holding.
Ignite Planners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 9 quarters since.
Ignite Planners's State Street Financial Select Sector SPDR ETF position peaked at $1.1M in Q4 2025.
502 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.