Vantage Financial Partners (Wisconsin)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$431K	Sell	7,878 -31	-0.4%	-$1.65K	0.09%	132
2025 Q3	$426K	Buy	7,909 +77	+1%	+$4.08K	0.09%	131
2025 Q2	$410K	Buy	7,832 +544	+7%	+$26.9K	0.09%	125
2025 Q1	$363K	Buy	7,288 +2,730	+60%	+$137K	0.09%	122
2024 Q4	$220K	Sell	4,558 -9,044	-66%	-$437K	0.06%	160
2024 Q3	$616K	Buy	+13,602	New	+$594K	0.15%	94

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s XLF Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.39% in Q4 2025, selling an estimated $1.65K and leaving 7,878 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #132.

Vantage Financial Partners (Wisconsin) first reported a position in XLF in Q3 2024 and has held it in 6 quarters since. The position peaked at $616K in Q3 2024. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 7,878 shares of State Street Financial Select Sector SPDR ETF worth $431K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 31 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $1.65K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #132 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street Financial Select Sector SPDR ETF position peaked at $616K in Q3 2024.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.