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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s XLF Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q1 2026, buying an estimated $174K and bringing the position to 21,229 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #203.

Retirement Planning Group (Kansas) first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Retirement Planning Group (Kansas) held 21,229 shares of State Street Financial Select Sector SPDR ETF worth $1.05M as of Q1 2026.
Retirement Planning Group (Kansas) bought 3,333 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $174K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #203 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 6 quarters since.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.