Vertex Planning Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Vertex Planning Partners's XLF Position: Q3 2026 in Review
Vertex Planning Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.3% in Q3 2026, selling an estimated $17.7K and leaving 9,207 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #123.
Vertex Planning Partners first reported a position in XLF in Q3 2025 and has held it in 5 quarters since. The position peaked at $515K in Q1 2026. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.
- Vertex Planning Partners held 9,207 shares of State Street Financial Select Sector SPDR ETF worth $492K as of Q3 2026.
- Vertex Planning Partners sold 312 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $17.7K.
- State Street Financial Select Sector SPDR ETF made up 0.07% of Vertex Planning Partners's portfolio in Q3 2026, its #123 holding.
- Vertex Planning Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
- Vertex Planning Partners's State Street Financial Select Sector SPDR ETF position peaked at $515K in Q1 2026.
- 1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.
Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.