Retirement Planning Company of New England’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Retirement Planning Company of New England’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	–	Sell	-4,088	Closed	-$202K	–	271
2026 Q1	$202K	Buy	4,088 +18	+0.4%	+$938	0.08%	238
2025 Q4	$223K	Buy	4,070 +13	+0.3%	+$693	0.09%	231
2025 Q3	$219K	Sell	4,057 -7	-0.2%	-$371	0.09%	228
2025 Q2	$213K	Buy	4,064 +13	+0.3%	+$643	0.09%	218
2025 Q1	$202K	Buy	+4,051	New	+$203K	0.1%	222
2022 Q2	–	Sell	-5,550	Closed	-$212K	–	233
2022 Q1	$212K	Buy	5,550 +12	+0.2%	+$469	0.12%	214
2021 Q4	$216K	Buy	+5,538	New	+$218K	0.11%	208

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Retirement Planning Company of New England's XLF Position: Q2 2026 in Review

Retirement Planning Company of New England sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,088 shares — an estimated $202K sold.

Retirement Planning Company of New England first reported a position in XLF in Q4 2021 and held it in 7 quarters. The position peaked at $223K in Q4 2025. 1,433 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Retirement Planning Company of New England reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Retirement Planning Company of New England sold 4,088 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
Retirement Planning Company of New England first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Retirement Planning Company of New England's State Street Financial Select Sector SPDR ETF position peaked at $223K in Q4 2025.
1,433 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.