Vertrix Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Vertrix Wealth Management's XLF Position: Q2 2026 in Review
Vertrix Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q2 2026, buying an estimated $76.6K and bringing the position to 8,580 shares worth $460K. The position accounts for 0.15% of the portfolio, ranked #82.
Vertrix Wealth Management first reported a position in XLF in Q1 2026 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Vertrix Wealth Management held 8,580 shares of State Street Financial Select Sector SPDR ETF worth $460K as of Q2 2026.
- Vertrix Wealth Management bought 1,473 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $76.6K.
- State Street Financial Select Sector SPDR ETF made up 0.15% of Vertrix Wealth Management's portfolio in Q2 2026, its #82 holding.
- Vertrix Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 1,884 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.