Vermillion Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vermillion Wealth Management’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	$37.9K	Sell	707 -64	-8%	-$3.33K	0.01%	709
2026 Q1	$38.1K	Buy	771 +14	+2%	+$730	0.01%	232
2025 Q4	$41.5K	Buy	757 +6	+0.8%	+$320	0.02%	213
2025 Q3	$40.5K	Sell	751 -153	-17%	-$8.11K	0.01%	645
2025 Q2	$47.3K	Buy	904 +7	+0.8%	+$346	0.02%	185
2025 Q1	$44.7K	Buy	897 +3	+0.3%	+$150	0.01%	541
2024 Q4	$43.2K	Buy	+894	New	+$43.2K	0.02%	192

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

Vermillion Wealth Management's XLF Position: Q2 2026 in Review

Vermillion Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.3% in Q2 2026, selling an estimated $3.33K and leaving 707 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #709.

Vermillion Wealth Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.3K in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Vermillion Wealth Management held 707 shares of State Street Financial Select Sector SPDR ETF worth $37.9K as of Q2 2026.
Vermillion Wealth Management sold 64 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.33K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #709 holding.
Vermillion Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $47.3K in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.