Sequent Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Sequent Planning's XLF Position: Q2 2026 in Review
Sequent Planning increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 46% in Q2 2026, buying an estimated $215K and bringing the position to 13,070 shares worth $701K. The position accounts for 0.15% of the portfolio, ranked #122.
Sequent Planning first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Sequent Planning held 13,070 shares of State Street Financial Select Sector SPDR ETF worth $701K as of Q2 2026.
- Sequent Planning bought 4,142 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
- State Street Financial Select Sector SPDR ETF made up 0.15% of Sequent Planning's portfolio in Q2 2026, its #122 holding.
- Sequent Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.