Retirement Income Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Retirement Income Solutions’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	$497K	Hold	10,062	–	–	0.09%	97
2026 Q1	$497K	Hold	10,062	–	–	0.08%	99
2025 Q4	$551K	Buy	10,062 +797	+9%	+$42.5K	0.09%	87
2025 Q3	$499K	Hold	9,265	–	–	0.09%	92
2025 Q2	$485K	Sell	9,265 -919	-9%	-$45.5K	0.09%	88
2025 Q1	$507K	Buy	10,184 +498	+5%	+$25K	0.11%	73
2024 Q4	$468K	Buy	9,686 +3,627	+60%	+$175K	0.09%	79
2024 Q3	$275K	Buy	6,059 +622	+11%	+$27.1K	0.06%	116
2024 Q2	$224K	Hold	5,437	–	–	0.05%	126
2024 Q1	$229K	Hold	5,437	–	–	0.05%	134
2023 Q4	$204K	Buy	+5,437	New	+$188K	0.05%	136
2023 Q1	–	Sell	-6,292	Closed	-$215K	–	139
2022 Q4	$215K	Sell	6,292 -1,761	-22%	-$59.6K	0.07%	114
2022 Q3	$247K	Hold	8,053	–	–	0.09%	97
2022 Q2	$253K	Sell	8,053 -3,738	-32%	-$129K	0.09%	92
2022 Q1	$452K	Hold	11,791	–	–	0.12%	69
2021 Q4	$460K	Buy	11,791 +6,354	+117%	+$250K	0.12%	69
2021 Q3	$204K	Buy	+5,437	New	+$203K	0.07%	95

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

Retirement Income Solutions's XLF Position: Q2 2026 in Review

Retirement Income Solutions held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 10,062 shares worth $497K. The position accounts for 0.09% of the portfolio, ranked #97.

Retirement Income Solutions first reported a position in XLF in Q3 2021 and has held it in 17 quarters since. The position peaked at $551K in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Retirement Income Solutions held 10,062 shares of State Street Financial Select Sector SPDR ETF worth $497K as of Q2 2026.
Retirement Income Solutions left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.09% of Retirement Income Solutions's portfolio in Q2 2026, its #97 holding.
Retirement Income Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 17 quarters since.
Retirement Income Solutions's State Street Financial Select Sector SPDR ETF position peaked at $551K in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.