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

PlanWiser Financial’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	–	Sell	-64,921	Closed	-$3.47M	–	51
2025 Q4	$3.47M	Buy	64,921 +17,939	+38%	+$956K	2.6%	14
2025 Q3	$2.45M	Sell	46,982 -9,889	-17%	-$524K	1.95%	23
2025 Q2	$3.02M	Buy	56,871 +13,738	+32%	+$680K	2.57%	15
2025 Q1	$2.13M	Buy	+43,133	New	+$2.16M	1.93%	22

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

PlanWiser Financial's XLF Position: Q1 2026 in Review

PlanWiser Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 64,921 shares — an estimated $3.47M sold.

PlanWiser Financial first reported a position in XLF in Q1 2025 and held it in 4 quarters. The position peaked at $3.47M in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

PlanWiser Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
PlanWiser Financial sold 64,921 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.47M.
PlanWiser Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
PlanWiser Financial's State Street Financial Select Sector SPDR ETF position peaked at $3.47M in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.