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

Phillips Wealth Planners’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 Q1	$1.68M	Buy	32,820 +1,318	+4%	+$68.7K	1.26%	11
2025 Q4	$1.68M	Buy	31,502 +7,957	+34%	+$424K	1.35%	11
2025 Q3	$1.26M	Buy	23,545 +802	+4%	+$42.5K	1.05%	22
2025 Q2	$1.19M	Buy	22,743 +698	+3%	+$34.5K	1.08%	22
2025 Q1	$1.03M	Sell	22,045 -6,761	-23%	-$339K	1.09%	21
2024 Q4	$1.36M	Buy	28,806 +7,615	+36%	+$368K	1.36%	12
2024 Q3	$1.01M	Buy	21,191 +6,604	+45%	+$288K	0.96%	23
2024 Q2	$611K	Buy	14,587 +38	+0.3%	+$1.56K	0.64%	38
2024 Q1	$576K	Buy	+14,549	New	+$574K	0.66%	40

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phillips Wealth Planners's XLF Position: Q1 2026 in Review

Phillips Wealth Planners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.2% in Q1 2026, buying an estimated $68.7K and bringing the position to 32,820 shares worth $1.68M. The position accounts for 1.26% of the portfolio, ranked #11.

Phillips Wealth Planners first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Phillips Wealth Planners held 32,820 shares of State Street Financial Select Sector SPDR ETF worth $1.68M as of Q1 2026.
Phillips Wealth Planners bought 1,318 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $68.7K.
State Street Financial Select Sector SPDR ETF made up 1.26% of Phillips Wealth Planners's portfolio in Q1 2026, its #11 holding.
Phillips Wealth Planners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Phillips Wealth Planners's State Street Financial Select Sector SPDR ETF position peaked at $1.68M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.