Total Wealth Planning & Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Total Wealth Planning & Management's XLF Position: Q2 2026 in Review
Total Wealth Planning & Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 67% in Q2 2026, buying an estimated $245K and bringing the position to 11,805 shares worth $633K. The position accounts for 0.43% of the portfolio, ranked #79.
Total Wealth Planning & Management first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $733K in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Total Wealth Planning & Management held 11,805 shares of State Street Financial Select Sector SPDR ETF worth $633K as of Q2 2026.
- Total Wealth Planning & Management bought 4,721 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $245K.
- State Street Financial Select Sector SPDR ETF made up 0.43% of Total Wealth Planning & Management's portfolio in Q2 2026, its #79 holding.
- Total Wealth Planning & Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Total Wealth Planning & Management's State Street Financial Select Sector SPDR ETF position peaked at $733K 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 Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.