Prepared Retirement Institute’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Prepared Retirement Institute’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	$756K	Sell	14,106 -168	-1%	-$8.73K	0.32%	42
2026 Q1	$705K	Sell	14,274 -71	-0.5%	-$3.7K	0.35%	37
2025 Q4	$786K	Buy	14,345 +269	+2%	+$14.3K	0.4%	35
2025 Q3	$758K	Sell	14,076 -836	-6%	-$44.3K	0.4%	34
2025 Q2	$781K	Sell	14,912 -612	-4%	-$30.3K	0.46%	29
2025 Q1	$773K	Buy	15,524 +6,341	+69%	+$318K	0.49%	29
2024 Q4	$444K	Buy	+9,183	New	+$444K	0.25%	39

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

Prepared Retirement Institute's XLF Position: Q2 2026 in Review

Prepared Retirement Institute reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q2 2026, selling an estimated $8.73K and leaving 14,106 shares worth $756K. The position accounts for 0.32% of the portfolio, ranked #42.

Prepared Retirement Institute first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $786K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Prepared Retirement Institute held 14,106 shares of State Street Financial Select Sector SPDR ETF worth $756K as of Q2 2026.
Prepared Retirement Institute sold 168 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.73K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Prepared Retirement Institute's portfolio in Q2 2026, its #42 holding.
Prepared Retirement Institute first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Prepared Retirement Institute's State Street Financial Select Sector SPDR ETF position peaked at $786K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.