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

Larry Mathis 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	$238K	Buy	+4,446	New	+$231K	0.18%	124
2026 Q1	–	Sell	-10,199	Closed	-$559K	–	177
2025 Q4	$559K	Buy	+10,199	New	+$543K	0.49%	57

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Larry Mathis Financial Planning's XLF Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,446 shares worth $238K. The stake represents 0.18% of the portfolio and ranks #124 among its holdings. This is a return to the name: Larry Mathis Financial Planning previously reported a position in XLF as recently as Q4 2025.

Larry Mathis Financial Planning first reported a position in XLF in Q4 2025 and has held it in 2 quarters since. The position peaked at $559K in Q4 2025. 1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Larry Mathis Financial Planning held 4,446 shares of State Street Financial Select Sector SPDR ETF worth $238K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Larry Mathis Financial Planning position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.18% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #124 holding.
Larry Mathis Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Larry Mathis Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $559K in Q4 2025.
1,884 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.