Vertex Planning Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vertex Planning Partners’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	$510K	Sell	9,519 -920	-9%	-$47.8K	0.08%	91
2026 Q1	$515K	Buy	10,439 +5,746	+122%	+$299K	0.1%	73
2025 Q4	$257K	Sell	4,693 -494	-10%	-$26.3K	0.06%	114
2025 Q3	$279K	Buy	+5,187	New	+$275K	0.05%	168

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

Vertex Planning Partners's XLF Position: Q2 2026 in Review

Vertex Planning Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.8% in Q2 2026, selling an estimated $47.8K and leaving 9,519 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #91.

Vertex Planning Partners first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $515K in Q1 2026. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Vertex Planning Partners held 9,519 shares of State Street Financial Select Sector SPDR ETF worth $510K as of Q2 2026.
Vertex Planning Partners sold 920 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $47.8K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Vertex Planning Partners's portfolio in Q2 2026, its #91 holding.
Vertex Planning Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Vertex Planning Partners's State Street Financial Select Sector SPDR ETF position peaked at $515K in Q1 2026.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.