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 Q3	$3.83M	Buy	+71,651	New	+$4.06M	2.57%	12
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 $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

PlanWiser Financial's XLF Position: Q3 2026 in Review

PlanWiser Financial opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 71,651 shares worth $3.83M. The stake represents 2.57% of the portfolio and ranks #12 among its holdings. This is a return to the name: PlanWiser Financial previously reported a position in XLF as recently as Q4 2025.

PlanWiser Financial first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. 1,489 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

PlanWiser Financial held 71,651 shares of State Street Financial Select Sector SPDR ETF worth $3.83M as of Q3 2026.
State Street Financial Select Sector SPDR ETF was a new PlanWiser Financial position in Q3 2026.
State Street Financial Select Sector SPDR ETF made up 2.57% of PlanWiser Financial's portfolio in Q3 2026, its #12 holding.
PlanWiser Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
1,489 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on PlanWiser Financial's 13F filing for Q3 2026, filed 12 Nov 2026.