Vertex Investment Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Vertex Investment Solutions's XLF Position: Q2 2026 in Review
Vertex Investment Solutions increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 62% in Q2 2026, buying an estimated $1.01M and bringing the position to 50,900 shares worth $2.73M. The position accounts for 1.84% of the portfolio, ranked #13.
Vertex Investment Solutions first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Vertex Investment Solutions held 50,900 shares of State Street Financial Select Sector SPDR ETF worth $2.73M as of Q2 2026.
- Vertex Investment Solutions bought 19,500 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.01M.
- State Street Financial Select Sector SPDR ETF made up 1.84% of Vertex Investment Solutions's portfolio in Q2 2026, its #13 holding.
- Vertex Investment Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.