IPA
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Investment Planning Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Investment Planning Advisors’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 		$213K Buy
+3,979
New +$207K 0.05% 115

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Investment Planning Advisors's XLF Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,979 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #115 among its holdings.

552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Investment Planning Advisors held 3,979 shares of State Street Financial Select Sector SPDR ETF worth $213K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Investment Planning Advisors position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Investment Planning Advisors's portfolio in Q2 2026, its #115 holding.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.