Virginia Estate & Retirement Planning Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Virginia Estate & Retirement Planning Advisors’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	$12.7K	Sell	80 -32	-29%	-$1.66K	0.02%	113
2026 Q1	$5.53K	Buy	+112	New	+$5.84K	0.01%	121

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

Virginia Estate & Retirement Planning Advisors's XLF Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 29% in Q2 2026, selling an estimated $1.66K and leaving 80 shares worth $12.7K. The position accounts for 0.02% of the portfolio, ranked #113.

Virginia Estate & Retirement Planning Advisors first reported a position in XLF in Q1 2026 and has held it in 2 quarters since. 1,875 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 80 shares of State Street Financial Select Sector SPDR ETF worth $12.7K as of Q2 2026.
Virginia Estate & Retirement Planning Advisors sold 32 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.66K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #113 holding.
Virginia Estate & Retirement Planning Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,875 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.