Valeo Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Valeo Financial 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	$3.84M	Sell	79,955 -2,184	-3%	-$114K	0.08%	112
2026 Q1	$3.64M	Sell	82,139 -1,476	-2%	-$76.9K	0.09%	109
2025 Q4	$4.12M	Sell	83,615 -2,824	-3%	-$150K	0.09%	106
2025 Q3	$4.21M	Sell	86,439 -2,096	-2%	-$111K	0.1%	106
2025 Q2	$4.2M	Buy	88,535 +1,716	+2%	+$84.9K	0.1%	101
2025 Q1	$3.91M	Buy	86,819 +7,886	+10%	+$396K	0.11%	89
2024 Q4	$3.81M	Buy	78,933 +1,009	+1%	+$48.8K	0.11%	90
2024 Q3	$3.53M	Buy	77,924 +4,955	+7%	+$216K	0.1%	101
2024 Q2	$3M	Buy	72,969 +14,687	+25%	+$604K	0.09%	105
2024 Q1	$2.4M	Sell	58,282 -1,898	-3%	-$74.9K	0.09%	128
2023 Q4	$2.26M	Sell	60,180 -565	-0.9%	-$19.6K	0.09%	125
2023 Q3	$2.01M	Buy	60,745 +1,202	+2%	+$41.4K	0.09%	122
2023 Q2	$2.01M	Sell	59,543 -7,556	-11%	-$247K	0.09%	122
2023 Q1	$2.16M	Buy	67,099 +14,622	+28%	+$508K	0.1%	115
2022 Q4	$1.79M	Buy	52,477 +4,130	+9%	+$140K	0.1%	120
2022 Q3	$1.47M	Buy	48,347 +1,537	+3%	+$50.8K	0.09%	130
2022 Q2	$1.47M	Sell	46,810 -34,582	-42%	-$1.2M	0.09%	128
2022 Q1	$3.12M	Buy	81,392 +9,180	+13%	+$359K	0.16%	88
2021 Q4	$2.82M	Buy	72,212 +2,899	+4%	+$114K	0.15%	86
2021 Q3	$2.6M	Buy	69,313 +8,220	+13%	+$308K	0.15%	92
2021 Q2	$2.24M	Sell	61,093 -205	-0.3%	-$7.5K	0.14%	99
2021 Q1	$2.09M	Sell	61,298 -666	-1%	-$21.4K	0.1%	115
2020 Q4	$1.83M	Sell	61,964 -4,013	-6%	-$107K	0.09%	108
2020 Q3	$1.59M	Sell	65,977 -13,253	-17%	-$322K	0.14%	99
2020 Q2	$1.83M	Sell	79,230 -10,582	-12%	-$240K	0.17%	83
2020 Q1	$2.09M	Buy	89,812 +10,932	+14%	+$301K	0.22%	67
2019 Q4	$2.43M	Buy	78,880 +932	+1%	+$27.4K	0.24%	66
2019 Q3	$2.18M	Buy	77,948 +1,322	+2%	+$36.5K	0.24%	66
2019 Q2	$2.12M	Buy	76,626 +6,024	+9%	+$163K	0.24%	67
2019 Q1	$1.81M	Buy	70,602 +9,688	+16%	+$250K	0.22%	77
2018 Q4	$1.45M	Buy	60,914 +12,267	+25%	+$319K	0.2%	83
2018 Q3	$1.27M	Buy	48,647 +3,416	+8%	+$95.6K	0.17%	96
2018 Q2	$1.25M	Buy	45,231 +15,462	+52%	+$426K	0.18%	95
2018 Q1	$821K	Sell	29,769 -9,340	-24%	-$269K	0.13%	113
2017 Q4	$1.09M	Buy	39,109 +21,451	+121%	+$577K	0.18%	96
2017 Q3	$457K	Buy	+17,658	New	+$441K	0.1%	133

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

Valeo Financial Advisors's XLF Position: Q2 2026 in Review

Valeo Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.7% in Q2 2026, selling an estimated $114K and leaving 79,955 shares worth $3.84M. The position accounts for 0.08% of the portfolio, ranked #112.

Valeo Financial Advisors first reported a position in XLF in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.21M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Valeo Financial Advisors held 79,955 shares of State Street Financial Select Sector SPDR ETF worth $3.84M as of Q2 2026.
Valeo Financial Advisors sold 2,184 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $114K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #112 holding.
Valeo Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.21M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.