Intrepid Financial Planning Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Intrepid Financial Planning Group’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	–	Sell	-41,434	Closed	-$2.27M	–	131
2025 Q4	$2.27M	Sell	41,434 -753	-2%	-$40.1K	0.86%	27
2025 Q3	$2.27M	Sell	42,187 -156	-0.4%	-$8.27K	0.87%	28
2025 Q2	$2.22M	Sell	42,343 -1,377	-3%	-$68.2K	0.93%	25
2025 Q1	$2.18M	Sell	43,720 -1,650	-4%	-$82.8K	1.01%	24
2024 Q4	$2.19M	Sell	45,370 -1,980	-4%	-$95.7K	0.93%	28
2024 Q3	$2.15M	Sell	47,350 -4,770	-9%	-$208K	0.92%	26
2024 Q2	$2.14M	Sell	52,120 -12	-0%	-$494	0.92%	26
2024 Q1	$2.2M	Sell	52,132 -1,375	-3%	-$54.3K	0.95%	28
2023 Q4	$2.01M	Sell	53,507 -4,595	-8%	-$159K	0.96%	29
2023 Q3	$1.93M	Sell	58,102 -2,510	-4%	-$86.5K	1%	28
2023 Q2	$2.04M	Sell	60,612 -4,026	-6%	-$131K	0.98%	28
2023 Q1	$2.08M	Sell	64,638 -3,890	-6%	-$135K	1.05%	25
2022 Q4	$2.34M	Sell	68,528 -4,770	-7%	-$161K	1.27%	22
2022 Q3	$2.23M	Sell	73,298 -883	-1%	-$29.2K	1.26%	24
2022 Q2	$2.33M	Buy	+74,181	New	+$2.56M	1.28%	25

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Intrepid Financial Planning Group's XLF Position: Q1 2026 in Review

Intrepid Financial Planning Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 41,434 shares — an estimated $2.27M sold.

Intrepid Financial Planning Group first reported a position in XLF in Q2 2022 and held it in 15 quarters. The position peaked at $2.34M in Q4 2022. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Intrepid Financial Planning Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Intrepid Financial Planning Group sold 41,434 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.27M.
Intrepid Financial Planning Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 15 quarters.
Intrepid Financial Planning Group's State Street Financial Select Sector SPDR ETF position peaked at $2.34M in Q4 2022.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.