Phillips Financial Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Phillips Financial Management’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	$138K	Hold	2,583	–	–	0.01%	221
2026 Q1	$128K	Hold	2,583	–	–	0.01%	210
2025 Q4	$141K	Hold	2,583	–	–	0.01%	218
2025 Q3	$139K	Buy	+2,583	New	+$137K	0.01%	226
2023 Q3	–	Sell	-37	Closed	-$1.25K	–	244
2023 Q2	$1.25K	Hold	37	–	–	﹤0.01%	234
2023 Q1	$1.19K	Hold	37	–	–	﹤0.01%	236
2022 Q4	$1.26K	Sell	37 -20	-35%	-$676	﹤0.01%	225
2022 Q3	$2K	Buy	+57	New	+$1.88K	﹤0.01%	222

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

Phillips Financial Management's XLF Position: Q2 2026 in Review

Phillips Financial Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 2,583 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #221.

Phillips Financial Management first reported a position in XLF in Q3 2022 and has held it in 8 quarters since. The position peaked at $141K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Phillips Financial Management held 2,583 shares of State Street Financial Select Sector SPDR ETF worth $138K as of Q2 2026.
Phillips Financial Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #221 holding.
Phillips Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 8 quarters since.
Phillips Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $141K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.