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Obsidian Personal Planning Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$3.2M Buy
61,133
+4,746
+8% +$251K 1.11% 24
2025
Q2 		$2.95M Buy
56,387
+2,507
+5% +$124K 1.2% 24
2025
Q1 		$2.63M Buy
+53,880
New +$2.7M 1.17% 24

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Obsidian Personal Planning Solutions's XLF Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.4% in Q3 2025, buying an estimated $251K and bringing the position to 61,133 shares worth $3.2M. The position accounts for 1.11% of the portfolio, ranked #24.

Obsidian Personal Planning Solutions first reported a position in XLF in Q1 2025 and has held it in 3 quarters since. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Obsidian Personal Planning Solutions held 61,133 shares of State Street Financial Select Sector SPDR ETF worth $3.2M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 4,746 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $251K.
  • State Street Financial Select Sector SPDR ETF made up 1.11% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #24 holding.
  • Obsidian Personal Planning Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.