Venture Visionary Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Venture Visionary Partners’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	$8.74M	Buy	163,094 +8,593	+6%	+$447K	0.24%	109
2026 Q1	$7.63M	Sell	154,501 -194	-0.1%	-$10.1K	0.25%	104
2025 Q4	$8.5M	Sell	154,695 -337	-0.2%	-$18K	0.28%	90
2025 Q3	$8.35M	Sell	155,032 -235	-0.2%	-$12.5K	0.29%	87
2025 Q2	$8.13M	Buy	155,267 +2,900	+2%	+$144K	0.31%	82
2025 Q1	$7.59M	Buy	152,367 +12,845	+9%	+$644K	0.32%	82
2024 Q4	$6.74M	Buy	139,522 +5,434	+4%	+$263K	0.29%	91
2024 Q3	$6.08M	Buy	134,088 +9,683	+8%	+$423K	0.26%	97
2024 Q2	$5.12M	Buy	124,405 +2,876	+2%	+$118K	0.24%	112
2024 Q1	$5.12M	Buy	121,529 +10,881	+10%	+$430K	0.24%	103
2023 Q4	$4.16M	Buy	110,648 +15,074	+16%	+$522K	0.22%	110
2023 Q3	$3.17M	Buy	95,574 +4,046	+4%	+$139K	0.19%	126
2023 Q2	$3.09M	Buy	91,528 +2,781	+3%	+$90.8K	0.18%	128
2023 Q1	$2.85M	Buy	88,747 +21,461	+32%	+$746K	0.18%	124
2022 Q4	$2.3M	Sell	67,286 -674	-1%	-$22.8K	0.17%	123
2022 Q3	$2.06M	Buy	67,960 +4,368	+7%	+$144K	0.17%	120
2022 Q2	$2M	Buy	63,592 +2,803	+5%	+$96.9K	0.15%	122
2022 Q1	$2.33M	Buy	60,789 +4,777	+9%	+$187K	0.16%	121
2021 Q4	$2.19M	Buy	56,012 +28,137	+101%	+$1.11M	0.14%	131
2021 Q3	$1.05M	Buy	27,875 +11,034	+66%	+$413K	0.07%	215
2021 Q2	$617K	Sell	16,841 -10,980	-39%	-$402K	0.05%	278
2021 Q1	$947K	Sell	27,821 -1,985	-7%	-$63.8K	0.08%	201
2020 Q4	$878K	Buy	29,806 +15,590	+110%	+$417K	0.1%	174
2020 Q3	$342K	Buy	14,216 +964	+7%	+$23.4K	0.08%	139
2020 Q2	$306K	Sell	13,252 -2,659	-17%	-$60.4K	0.09%	129
2020 Q1	$331K	Sell	15,911 -3,613	-19%	-$99.5K	0.12%	107
2019 Q4	$600K	Buy	+19,524	New	+$573K	0.18%	81

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

Venture Visionary Partners's XLF Position: Q2 2026 in Review

Venture Visionary Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.6% in Q2 2026, buying an estimated $447K and bringing the position to 163,094 shares worth $8.74M. The position accounts for 0.24% of the portfolio, ranked #109.

Venture Visionary Partners first reported a position in XLF in Q4 2019 and has held it in 27 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Venture Visionary Partners held 163,094 shares of State Street Financial Select Sector SPDR ETF worth $8.74M as of Q2 2026.
Venture Visionary Partners bought 8,593 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $447K.
State Street Financial Select Sector SPDR ETF made up 0.24% of Venture Visionary Partners's portfolio in Q2 2026, its #109 holding.
Venture Visionary Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.