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

Lakeshore Financial Planning’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 		$23.2M Buy
432,788
+1,065
+0.2% +$55.4K 7.47% 5
2026
Q1 		$21.3M Buy
431,723
+3,043
+0.7% +$159K 7.73% 4
2025
Q4 		$23.5M Buy
428,680
+4,736
+1% +$252K 8.39% 3
2025
Q3 		$22.8M Buy
423,944
+4,993
+1% +$265K 8.48% 3
2025
Q2 		$21.9M Buy
418,951
+8,532
+2% +$422K 8.82% 3
2025
Q1 		$20.4M Sell
410,419
-3,072
-0.7% -$154K 8.51% 3
2024
Q4 		$20M Buy
413,491
+4,688
+1% +$227K 8.53% 3
2024
Q3 		$18.5M Buy
408,803
+4,678
+1% +$204K 8.16% 4
2024
Q2 		$16.6M Buy
404,125
+7,436
+2% +$306K 8.11% 5
2024
Q1 		$16.7M Buy
396,689
+7,958
+2% +$314K 8.46% 4
2023
Q4 		$14.6M Sell
388,731
-8,099
-2% -$280K 8.12% 7
2023
Q3 		$13.2M Buy
+396,830
New +$13.7M 7.5% 7

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Lakeshore Financial Planning increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.25% in Q2 2026, buying an estimated $55.4K and bringing the position to 432,788 shares worth $23.2M. The position accounts for 7.47% of the portfolio, ranked #5.

Lakeshore Financial Planning first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.5M in Q4 2025. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Lakeshore Financial Planning held 432,788 shares of State Street Financial Select Sector SPDR ETF worth $23.2M as of Q2 2026.
  • Lakeshore Financial Planning bought 1,065 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $55.4K.
  • State Street Financial Select Sector SPDR ETF made up 7.47% of Lakeshore Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Lakeshore Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $23.5M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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