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

Retirement Planning Group (New York)’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	$4.1M	Sell	76,391 -289	-0.4%	-$15K	2.23%	16
2026 Q1	$3.79M	Sell	76,680 -710	-0.9%	-$37K	2.44%	16
2025 Q4	$4.24M	Buy	77,390 +1,237	+2%	+$65.9K	2.89%	12
2025 Q3	$4.1M	Sell	76,153 -642	-0.8%	-$34K	3.07%	9
2025 Q2	$4.02M	Sell	76,795 -1,634	-2%	-$80.9K	3.53%	7
2025 Q1	$3.91M	Buy	78,429 +4,813	+7%	+$241K	3.98%	6
2024 Q4	$3.56M	Buy	+73,616	New	+$3.56M	3.92%	8

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 Planning Group (New York)'s XLF Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.38% in Q2 2026, selling an estimated $15K and leaving 76,391 shares worth $4.1M. The position accounts for 2.23% of the portfolio, ranked #16.

Retirement Planning Group (New York) first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Retirement Planning Group (New York) held 76,391 shares of State Street Financial Select Sector SPDR ETF worth $4.1M as of Q2 2026.
Retirement Planning Group (New York) sold 289 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $15K.
State Street Financial Select Sector SPDR ETF made up 2.23% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #16 holding.
Retirement Planning Group (New York) 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 (New York)'s State Street Financial Select Sector SPDR ETF position peaked at $4.24M in Q4 2025.
1,897 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.