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 Q2	$318K	Buy	+5,924	New	+$308K	0.21%	63
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 $1.81T 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

Spartan Planning & Wealth Management's XLF Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 5,924 shares worth $318K. The stake represents 0.21% of the portfolio and ranks #63 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in XLF as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in XLF in Q3 2023 and has held it in 8 quarters since. The position peaked at $535K in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Spartan Planning & Wealth Management held 5,924 shares of State Street Financial Select Sector SPDR ETF worth $318K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Spartan Planning & Wealth Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.21% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #63 holding.
Spartan Planning & Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 8 quarters since.
Spartan Planning & Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $535K in Q2 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.