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 Q2	–	Sell	-147	Closed	-$7.6K	–	542
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 $1.81T 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

Mark Sheptoff Financial Planning's XLF Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 147 shares — an estimated $7.6K sold.

Mark Sheptoff Financial Planning first reported a position in XLF in Q4 2022 and held it in 6 quarters. The position peaked at $62.8K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Mark Sheptoff Financial Planning reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 147 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.6K.
Mark Sheptoff Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
Mark Sheptoff Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $62.8K in Q4 2025.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.