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

LifeSteps Financial’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	$406K	Sell	7,564 -500	-6%	-$26K	0.19%	66
2026 Q1	$398K	Hold	8,064	–	–	0.25%	58
2025 Q4	$442K	Hold	8,064	–	–	0.28%	56
2025 Q3	$434K	Buy	8,064 +461	+6%	+$24.4K	0.28%	58
2025 Q2	$398K	Buy	7,603 +41	+0.5%	+$2.03K	0.27%	58
2025 Q1	$377K	Hold	7,562	–	–	0.31%	56
2024 Q4	$365K	Buy	7,562 +539	+8%	+$26.1K	0.28%	56
2024 Q3	$318K	Sell	7,023 -600	-8%	-$26.2K	0.25%	62
2024 Q2	$313K	Sell	7,623 -126	-2%	-$5.18K	0.26%	59
2024 Q1	$326K	Sell	7,749 -400	-5%	-$15.8K	0.25%	60
2023 Q4	$306K	Sell	8,149 -346	-4%	-$12K	0.27%	59
2023 Q3	$282K	Hold	8,495	–	–	0.29%	56
2023 Q2	$286K	Hold	8,495	–	–	0.28%	56
2023 Q1	$273K	Sell	8,495 -161	-2%	-$5.59K	0.29%	57
2022 Q4	$296K	Sell	8,656 -524	-6%	-$17.7K	0.31%	58
2022 Q3	$279K	Sell	9,180 -500	-5%	-$16.5K	0.31%	57
2022 Q2	$304K	Sell	9,680 -102	-1%	-$3.52K	0.32%	55
2022 Q1	$375K	Sell	9,782 -874	-8%	-$34.2K	0.28%	59
2021 Q4	$416K	Buy	10,656 +1,256	+13%	+$49.4K	0.29%	52
2021 Q3	$353K	Hold	9,400	–	–	0.27%	57
2021 Q2	$345K	Hold	9,400	–	–	0.27%	55
2021 Q1	$320K	Sell	9,400 -450	-5%	-$14.5K	0.27%	60
2020 Q4	$290K	Hold	9,850	–	–	0.27%	60
2020 Q3	$237K	Sell	9,850 -1,015	-9%	-$24.7K	0.25%	68
2020 Q2	$251K	Buy	10,865 +526	+5%	+$11.9K	0.29%	60
2020 Q1	$215K	Hold	10,339	–	–	0.25%	70
2019 Q4	$318K	Buy	+10,339	New	+$303K	0.3%	63

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

LifeSteps Financial's XLF Position: Q2 2026 in Review

LifeSteps Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.2% in Q2 2026, selling an estimated $26K and leaving 7,564 shares worth $406K. The position accounts for 0.19% of the portfolio, ranked #66.

LifeSteps Financial first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. The position peaked at $442K in Q4 2025. 870 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

LifeSteps Financial held 7,564 shares of State Street Financial Select Sector SPDR ETF worth $406K as of Q2 2026.
LifeSteps Financial sold 500 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $26K.
State Street Financial Select Sector SPDR ETF made up 0.19% of LifeSteps Financial's portfolio in Q2 2026, its #66 holding.
LifeSteps Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
LifeSteps Financial's State Street Financial Select Sector SPDR ETF position peaked at $442K in Q4 2025.
870 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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