Planned Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Planned 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
2024 Q4	–	Sell	-3,190	Closed	-$145K	–	646
2024 Q3	$145K	Buy	+3,190	New	+$139K	0.06%	153
2024 Q1	–	Sell	-3,190	Closed	-$120K	–	565
2023 Q4	$120K	Buy	+3,190	New	+$110K	0.06%	157
2021 Q1	–	Sell	-1,930	Closed	-$57K	–	421
2020 Q4	$57K	Hold	1,930	–	–	0.05%	177
2020 Q3	$46K	Buy	+1,930	New	+$46.9K	0.04%	165

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Planned Solutions's XLF Position: Q4 2024 in Review

Planned Solutions sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 3,190 shares — an estimated $145K sold.

Planned Solutions first reported a position in XLF in Q3 2020 and held it in 4 quarters. The position peaked at $145K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Planned Solutions reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 3,190 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $145K.
Planned Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's State Street Financial Select Sector SPDR ETF position peaked at $145K in Q3 2024.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.