Planning Project LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Planning Project LLC’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
2025 Q4	$27.1K	Buy	+495	New	+$26.4K	0.01%	84

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Planning Project LLC's XLF Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025: 495 shares worth $27.1K. The stake represents 0.01% of the portfolio and ranks #84 among its holdings.

1,961 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Planning Project LLC held 495 shares of State Street Financial Select Sector SPDR ETF worth $27.1K as of Q4 2025.
State Street Financial Select Sector SPDR ETF was a new Planning Project LLC position in Q4 2025.
State Street Financial Select Sector SPDR ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #84 holding.
1,961 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.