Tempus Wealth Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tempus Wealth Planning’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	$660K	Sell	12,314 -33	-0.3%	-$1.72K	0.13%	160
2026 Q1	$610K	Buy	12,347 +11	+0.1%	+$573	0.14%	160
2025 Q4	$676K	Sell	12,336 -306	-2%	-$16.3K	0.15%	150
2025 Q3	$681K	Buy	12,642 +529	+4%	+$28K	0.16%	148
2025 Q2	$634K	Buy	12,113 +4	+0%	+$198	0.16%	143
2025 Q1	$603K	Buy	12,109 +375	+3%	+$18.8K	0.18%	130
2024 Q4	$567K	Sell	11,734 -188	-2%	-$9.09K	0.17%	128
2024 Q3	$540K	Buy	11,922 +4	+0%	+$175	0.2%	119
2024 Q2	$490K	Buy	11,918 +727	+6%	+$29.9K	0.2%	113
2024 Q1	$471K	Buy	11,191 +1	+0%	+$39	0.21%	115
2023 Q4	$421K	Sell	11,190 -248	-2%	-$8.59K	0.18%	116
2023 Q3	$379K	Sell	11,438 -435	-4%	-$15K	0.19%	105
2023 Q2	$400K	Sell	11,873 -764	-6%	-$24.9K	0.18%	120
2023 Q1	$406K	Buy	12,637 +888	+8%	+$30.9K	0.2%	108
2022 Q4	$402K	Sell	11,749 -55	-0.5%	-$1.86K	0.24%	110
2022 Q3	$358K	Buy	11,804 +478	+4%	+$15.8K	0.24%	114
2022 Q2	$356K	Hold	11,326	–	–	0.29%	91
2022 Q1	$434K	Hold	11,326	–	–	0.31%	82
2021 Q4	$442K	Hold	11,326	–	–	0.24%	102
2021 Q3	$425K	Hold	11,326	–	–	0.24%	106
2021 Q2	$416K	Buy	+11,326	New	+$414K	0.28%	103

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

Tempus Wealth Planning's XLF Position: Q2 2026 in Review

Tempus Wealth Planning reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.27% in Q2 2026, selling an estimated $1.72K and leaving 12,314 shares worth $660K. The position accounts for 0.13% of the portfolio, ranked #160.

Tempus Wealth Planning first reported a position in XLF in Q2 2021 and has held it in 21 quarters since. The position peaked at $681K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Tempus Wealth Planning held 12,314 shares of State Street Financial Select Sector SPDR ETF worth $660K as of Q2 2026.
Tempus Wealth Planning sold 33 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.72K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Tempus Wealth Planning's portfolio in Q2 2026, its #160 holding.
Tempus Wealth Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Tempus Wealth Planning's State Street Financial Select Sector SPDR ETF position peaked at $681K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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