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 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

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

Ignite Planners's XLF Position: Q1 2026 in Review

Ignite Planners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q1 2026, selling an estimated $128K and leaving 18,213 shares worth $895K. The position accounts for 0.14% of the portfolio, ranked #162.

Ignite Planners first reported a position in XLF in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Ignite Planners held 18,213 shares of State Street Financial Select Sector SPDR ETF worth $895K as of Q1 2026.
Ignite Planners sold 2,452 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $128K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Ignite Planners's portfolio in Q1 2026, its #162 holding.
Ignite Planners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
Ignite Planners's State Street Financial Select Sector SPDR ETF position peaked at $1.1M 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 Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.