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

Vilga Financial 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	$1.16M	Buy	21,723 +168	+0.8%	+$8.73K	0.88%	27
2026 Q1	$1.06M	Sell	21,555 -592	-3%	-$30.8K	0.95%	26
2025 Q4	$1.21M	Buy	+22,147	New	+$1.18M	1.16%	22

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

Vilga Financial Planning's XLF Position: Q2 2026 in Review

Vilga Financial Planning increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.78% in Q2 2026, buying an estimated $8.73K and bringing the position to 21,723 shares worth $1.16M. The position accounts for 0.88% of the portfolio, ranked #27.

Vilga Financial Planning first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Vilga Financial Planning held 21,723 shares of State Street Financial Select Sector SPDR ETF worth $1.16M as of Q2 2026.
Vilga Financial Planning bought 168 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.73K.
State Street Financial Select Sector SPDR ETF made up 0.88% of Vilga Financial Planning's portfolio in Q2 2026, its #27 holding.
Vilga Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Vilga Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $1.21M in Q4 2025.
1,884 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Vilga Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.