Oliver Lagore Vanvalin Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$37K	Buy	+742	New	+$36.7K	0.01%	284
2024 Q4	$53.1K	Buy	1,099 +409	+59%	+$19.8K	0.01%	248
2024 Q3	$31.3K	Buy	690 +74	+12%	+$3.23K	0.01%	297
2024 Q2	$25.3K	Sell	616 -20	-3%	-$823	0.01%	310
2024 Q1	$26.8K	Buy	636 +631	+12,620%	+$24.9K	0.01%	309
2023 Q4	$202	Sell	5 -3	-38%	-$104	﹤0.01%	720
2023 Q3	$277	Sell	8 -1	-11%	-$34	﹤0.01%	791
2023 Q2	$317	Sell	9 -173	-95%	-$5.65K	﹤0.01%	738
2023 Q1	$5.85K	Sell	182 -89,072	-100%	-$3.1M	﹤0.01%	464
2022 Q4	$3.05M	Buy	89,254 +78,480	+728%	+$2.65M	1.72%	12
2022 Q3	$327K	Buy	10,774 +3,744	+53%	+$124K	0.21%	63
2022 Q2	$221K	Sell	7,030 -2,808	-29%	-$97K	0.13%	86
2022 Q1	$381K	Sell	9,838 -82,042	-89%	-$3.21M	0.26%	69
2021 Q4	$3.59M	Buy	+91,880	New	+$3.61M	0.26%	53

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025: 742 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLF in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.59M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 742 shares of State Street Financial Select Sector SPDR ETF worth $37K as of Q2 2025.
State Street Financial Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Financial Select Sector SPDR ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #284 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $3.59M in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.