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

Total Wealth Planning & 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	$350K	Sell	7,084 -4,343	-38%	-$226K	0.26%	133
2025 Q4	$626K	Buy	+11,427	New	+$609K	0.46%	61
2025 Q2	$733K	Buy	13,998 +2,837	+25%	+$140K	0.59%	50
2025 Q1	$556K	Sell	11,161 -3,139	-22%	-$157K	0.53%	60
2024 Q4	$691K	Buy	+14,300	New	+$691K	0.63%	39

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

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

Total Wealth Planning & Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 38% in Q1 2026, selling an estimated $226K and leaving 7,084 shares worth $350K. The position accounts for 0.26% of the portfolio, ranked #133.

Total Wealth Planning & Management first reported a position in XLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $733K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Total Wealth Planning & Management held 7,084 shares of State Street Financial Select Sector SPDR ETF worth $350K as of Q1 2026.
Total Wealth Planning & Management sold 4,343 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $226K.
State Street Financial Select Sector SPDR ETF made up 0.26% of Total Wealth Planning & Management's portfolio in Q1 2026, its #133 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 5 quarters since.
Total Wealth Planning & Management's State Street Financial Select Sector SPDR ETF position peaked at $733K 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 Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.