Spartan Planning & Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-6,690	Closed	-$366K	–	96
2025 Q4	$366K	Sell	6,690 -2,248	-25%	-$120K	0.27%	49
2025 Q3	$481K	Sell	8,938 -1,280	-13%	-$67.8K	0.38%	45
2025 Q2	$535K	Buy	10,218 +1,925	+23%	+$95.3K	0.46%	38
2025 Q1	$413K	Sell	8,293 -2,342	-22%	-$117K	0.4%	45
2024 Q4	$514K	Buy	+10,635	New	+$514K	0.47%	40
2023 Q4	$117K	Buy	3,113 +1,660	+114%	+$57.5K	0.12%	85
2023 Q3	$48.2K	Buy	+1,453	New	+$50.1K	0.06%	88

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

Spartan Planning & Wealth Management's XLF Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 6,690 shares — an estimated $366K sold.

Spartan Planning & Wealth Management first reported a position in XLF in Q3 2023 and held it in 7 quarters. The position peaked at $535K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 6,690 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $366K.
Spartan Planning & Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and held it in 7 quarters.
Spartan Planning & Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $535K in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.