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 Q2	$1.91M	Buy	34,036 +1,216	+4%	+$63.2K	1.41%	9
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 $1.81T 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 Wealth Planners's XLF Position: Q2 2026 in Review

Phillips Wealth Planners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.7% in Q2 2026, buying an estimated $63.2K and bringing the position to 34,036 shares worth $1.91M. The position accounts for 1.41% of the portfolio, ranked #9.

Phillips Wealth Planners first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Phillips Wealth Planners held 34,036 shares of State Street Financial Select Sector SPDR ETF worth $1.91M as of Q2 2026.
Phillips Wealth Planners bought 1,216 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $63.2K.
State Street Financial Select Sector SPDR ETF made up 1.41% of Phillips Wealth Planners's portfolio in Q2 2026, its #9 holding.
Phillips Wealth Planners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.