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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$101K Buy
1,880
+3
+0.2% +$156 0.11% 136
2026
Q1
$97.6K Sell
1,877
-1,463
-44% -$76.2K 0.07% 135
2025
Q4
$177K Buy
3,340
+2,171
+186% +$116K 0.24% 89
2025
Q3
$61K Buy
+1,169
New +$61.9K 0.09% 147

Other funds holding XLF

Kerr Financial Planning's XLF Position: Q2 2026 in Review

Kerr Financial Planning increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.16% in Q2 2026, buying an estimated $156 and bringing the position to 1,880 shares worth $101K. The position accounts for 0.11% of the portfolio, ranked #136.

Kerr Financial Planning first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $177K in Q4 2025. 1,888 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Kerr Financial Planning held 1,880 shares of State Street Financial Select Sector SPDR ETF worth $101K as of Q2 2026.
  • Kerr Financial Planning bought 3 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $156.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Kerr Financial Planning's portfolio in Q2 2026, its #136 holding.
  • Kerr Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $177K in Q4 2025.
  • 1,888 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.