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

Plotkin Financial Advisors’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	$296K	Buy	5,518 +701	+15%	+$36.4K	0.12%	89
2026 Q1	$238K	Buy	4,817 +752	+18%	+$39.2K	0.12%	91
2025 Q4	$223K	Hold	4,065	–	–	0.11%	94
2025 Q3	$219K	Hold	4,065	–	–	0.11%	97
2025 Q2	$213K	Hold	4,065	–	–	0.12%	87
2025 Q1	$202K	Buy	+4,065	New	+$204K	0.12%	88
2022 Q1	–	Sell	-7,191	Closed	-$281K	–	94
2021 Q4	$281K	Sell	7,191 -6,259	-47%	-$246K	0.18%	68
2021 Q3	$505K	Sell	13,450 -19,700	-59%	-$737K	0.3%	54
2021 Q2	$1.22M	Buy	+33,150	New	+$1.21M	0.67%	38

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

Plotkin Financial Advisors's XLF Position: Q2 2026 in Review

Plotkin Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q2 2026, buying an estimated $36.4K and bringing the position to 5,518 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #89.

Plotkin Financial Advisors first reported a position in XLF in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2021. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Plotkin Financial Advisors held 5,518 shares of State Street Financial Select Sector SPDR ETF worth $296K as of Q2 2026.
Plotkin Financial Advisors bought 701 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.4K.
State Street Financial Select Sector SPDR ETF made up 0.12% of Plotkin Financial Advisors's portfolio in Q2 2026, its #89 holding.
Plotkin Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 9 quarters since.
Plotkin Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.22M in Q2 2021.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.