NFP Retirement Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

NFP Retirement Inc’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	$350K	Sell	6,525 -91	-1%	-$4.73K	0.02%	243
2026 Q1	$327K	Sell	6,616 -760	-10%	-$39.6K	0.02%	243
2025 Q4	$404K	Buy	7,376 +9	+0.1%	+$480	0.02%	218
2025 Q3	$397K	Buy	7,367 +309	+4%	+$16.4K	0.03%	224
2025 Q2	$370K	Buy	+7,058	New	+$349K	0.02%	231

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

NFP Retirement Inc's XLF Position: Q2 2026 in Review

NFP Retirement Inc reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q2 2026, selling an estimated $4.73K and leaving 6,525 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #243.

NFP Retirement Inc first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $404K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

NFP Retirement Inc held 6,525 shares of State Street Financial Select Sector SPDR ETF worth $350K as of Q2 2026.
NFP Retirement Inc sold 91 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.73K.
State Street Financial Select Sector SPDR ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #243 holding.
NFP Retirement Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
NFP Retirement Inc's State Street Financial Select Sector SPDR ETF position peaked at $404K in Q4 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.