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Leicht Financial Planning & Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Leicht Financial Planning & Wealth Management’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
2025
Q4 		– Sell
-97,558
Closed -$5.26M – 15
2025
Q3 		$5.26M Sell
97,558
-195
-0.2% -$10.3K 2.37% 11
2025
Q2 		$5.12M Buy
97,753
+915
+0.9% +$45.3K 2.43% 11
2025
Q1 		$4.82M Sell
96,838
-8,514
-8% -$427K 2.52% 10
2024
Q4 		$5.09M Sell
105,352
-1,433
-1% -$69.3K 2.61% 11
2024
Q3 		$4.84M Sell
106,785
-5,032
-5% -$220K 2.44% 13
2024
Q2 		$4.6M Buy
111,817
+3,089
+3% +$127K 2.45% 13
2024
Q1 		$4.58M Sell
108,728
-9,304
-8% -$367K 2.51% 12
2023
Q4 		$4.44M Sell
118,032
-512
-0.4% -$17.7K 2.55% 11
2023
Q3 		$3.93M Sell
118,544
-2,501
-2% -$86.2K 2.43% 14
2023
Q2 		$4.08M Sell
121,045
-1,733
-1% -$56.6K 2.46% 12
2023
Q1 		$3.95M Buy
122,778
+25,613
+26% +$890K 2.43% 15
2022
Q4 		$3.32M Buy
+97,165
New +$3.29M 2.23% 19
2022
Q3 		– Sell
-185,180
Closed -$5.82M – 23
2022
Q2 		$5.82M Sell
185,180
-33,978
-16% -$1.17M 3.94% 12
2022
Q1 		$8.4M Sell
219,158
-2,992
-1% -$117K 5% 6
2021
Q4 		$8.68M Buy
222,150
+67,238
+43% +$2.64M 4.95% 6
2021
Q3 		$5.75M Buy
154,912
+1,131
+0.7% +$42.3K 3.45% 12
2021
Q2 		$5.63M Buy
153,781
+208
+0.1% +$7.61K 3.42% 13
2021
Q1 		$5.23M Buy
+153,573
New +$4.93M 3.38% 12
2020
Q3 		– Sell
-9,692
Closed -$217K – 23
2020
Q2 		$217K Buy
+9,692
New +$220K 0.17% 20
2020
Q1 		– Sell
-7,740
Closed -$238K – 70
2019
Q4 		$238K Sell
7,740
-1,641
-17% -$48.2K 0.22% 59
2019
Q3 		$263K Buy
+9,381
New +$259K 0.25% 48

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's XLF Position: Q4 2025 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 97,558 shares — an estimated $5.26M sold.

Leicht Financial Planning & Wealth Management first reported a position in XLF in Q3 2019 and held it in 21 quarters. The position peaked at $8.68M in Q4 2021. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Leicht Financial Planning & Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 97,558 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $5.26M.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 21 quarters.
  • Leicht Financial Planning & Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $8.68M in Q4 2021.
  • 1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.