Peak Retirement Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Peak Retirement 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	$413K	Buy	7,707 +749	+11%	+$38.9K	0.07%	108
2026 Q1	$344K	Buy	6,958 +28	+0.4%	+$1.46K	0.07%	117
2025 Q4	$380K	Buy	6,930 +301	+5%	+$16K	0.09%	110
2025 Q3	$357K	Sell	6,629 -203	-3%	-$10.8K	0.1%	107
2025 Q2	$358K	Buy	6,832 +87	+1%	+$4.31K	0.14%	93
2025 Q1	$336K	Sell	6,745 -102,223	-94%	-$5.13M	0.19%	92
2024 Q4	$5.27M	Buy	+108,968	New	+$5.27M	3.56%	4

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

Peak Retirement Planning's XLF Position: Q2 2026 in Review

Peak Retirement Planning increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, buying an estimated $38.9K and bringing the position to 7,707 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #108.

Peak Retirement Planning first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.27M in Q4 2024. 1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Peak Retirement Planning held 7,707 shares of State Street Financial Select Sector SPDR ETF worth $413K as of Q2 2026.
Peak Retirement Planning bought 749 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.9K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Peak Retirement Planning's portfolio in Q2 2026, its #108 holding.
Peak Retirement Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's State Street Financial Select Sector SPDR ETF position peaked at $5.27M in Q4 2024.
1,884 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.