Midwest Professional Planners Ltd (MPPL)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	-57,006	Closed	-$3.07M	–	157
2025 Q3	$3.07M	Sell	57,006 -702	-1%	-$37.2K	0.75%	49
2025 Q2	$3.02M	Buy	57,708 +1,846	+3%	+$91.4K	0.8%	42
2025 Q1	$2.78M	Buy	55,862 +1,436	+3%	+$72K	0.87%	38
2024 Q4	$2.63M	Buy	+54,426	New	+$2.63M	0.79%	39
2024 Q2	–	Sell	-66,409	Closed	-$2.8M	–	152
2024 Q1	$2.8M	Sell	66,409 -6,043	-8%	-$239K	0.98%	27
2023 Q4	$2.72M	Buy	+72,452	New	+$2.51M	1.09%	27
2023 Q1	–	Sell	-84,347	Closed	-$2.88M	–	132
2022 Q4	$2.88M	Buy	84,347 +22,722	+37%	+$769K	1.6%	13
2022 Q3	$1.87M	Buy	+61,625	New	+$2.04M	1.12%	21
2022 Q2	–	Sell	-111,011	Closed	-$4.25M	–	125
2022 Q1	$4.25M	Buy	+111,011	New	+$4.34M	2.09%	12
2021 Q3	–	Sell	-44,199	Closed	-$1.62M	–	124
2021 Q2	$1.62M	Buy	+44,199	New	+$1.62M	0.85%	28
2021 Q1	–	Sell	-38,764	Closed	-$1.14M	–	122
2020 Q4	$1.14M	Buy	+38,764	New	+$1.04M	0.7%	35
2020 Q3	–	Sell	-26,065	Closed	-$603K	–	105
2020 Q2	$603K	Buy	+26,065	New	+$592K	0.47%	59
2020 Q1	–	Sell	-84,337	Closed	-$2.6M	–	95
2019 Q4	$2.6M	Buy	+84,337	New	+$2.48M	2.12%	14
2018 Q3	–	Sell	-3,942	Closed	-$105K	–	298
2018 Q2	$105K	Sell	3,942 -90,394	-96%	-$2.49M	0.09%	113
2018 Q1	$2.6M	Buy	94,336 +88,489	+1,513%	+$2.55M	2.34%	14
2017 Q4	$163K	Buy	+5,847	New	+$157K	0.15%	99

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s XLF Position: Q4 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 57,006 shares — an estimated $3.07M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in XLF in Q4 2017 and held it in 16 quarters. The position peaked at $4.25M in Q1 2022. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 57,006 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $3.07M.
Midwest Professional Planners Ltd (MPPL) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 16 quarters.
Midwest Professional Planners Ltd (MPPL)'s State Street Financial Select Sector SPDR ETF position peaked at $4.25M in Q1 2022.
1,958 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2025, filed 6 Feb 2026.