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

Mark Sheptoff 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 Q1	$7.6K	Sell	147 -1,000	-87%	-$52.1K	﹤0.01%	373
2025 Q4	$62.8K	Buy	1,147 +1,001	+686%	+$53.3K	0.03%	184
2025 Q3	$7.87K	Hold	146	–	–	﹤0.01%	366
2025 Q2	$7.65K	Hold	146	–	–	﹤0.01%	362
2025 Q1	$7.27K	Buy	+146	New	+$7.32K	﹤0.01%	344
2023 Q1	–	Sell	-974	Closed	-$33.3K	–	397
2022 Q4	$33.3K	Buy	+974	New	+$32.9K	0.02%	175

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's XLF Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 87% in Q1 2026, selling an estimated $52.1K and leaving 147 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Mark Sheptoff Financial Planning first reported a position in XLF in Q4 2022 and has held it in 6 quarters since. The position peaked at $62.8K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Mark Sheptoff Financial Planning held 147 shares of State Street Financial Select Sector SPDR ETF worth $7.6K as of Q1 2026.
Mark Sheptoff Financial Planning sold 1,000 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $52.1K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #373 holding.
Mark Sheptoff Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
Mark Sheptoff Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $62.8K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.