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Retirement Planning Group (Kansas)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Retirement Planning Group (Kansas)’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 		$940K Sell
17,526
-3,703
-17% -$192K 0.02% 244
2026
Q1 		$1.05M Buy
21,229
+3,333
+19% +$174K 0.03% 203
2025
Q4 		$980K Sell
17,896
-355
-2% -$18.9K 0.03% 195
2025
Q3 		$983K Buy
18,251
+319
+2% +$16.9K 0.03% 189
2025
Q2 		$939K Buy
17,932
+11,108
+163% +$550K 0.04% 150
2025
Q1 		$340K Buy
6,824
+1,852
+37% +$92.9K 0.02% 239
2024
Q4 		$240K Buy
+4,972
New +$240K 0.01% 254

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Retirement Planning Group (Kansas)'s XLF Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, selling an estimated $192K and leaving 17,526 shares worth $940K. The position accounts for 0.02% of the portfolio, ranked #244.

Retirement Planning Group (Kansas) first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2026. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Retirement Planning Group (Kansas) held 17,526 shares of State Street Financial Select Sector SPDR ETF worth $940K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 3,703 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $192K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #244 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (Kansas)'s State Street Financial Select Sector SPDR ETF position peaked at $1.05M in Q1 2026.
  • 1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.