VestGen Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

VestGen Advisors’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	$993K	Sell	18,525 -69	-0.4%	-$3.59K	0.03%	459
2026 Q1	$959K	Sell	18,594 -1,845	-9%	-$96.1K	0.03%	475
2025 Q4	$1.12M	Sell	20,439 -15,253	-43%	-$813K	0.05%	340
2025 Q3	$1.92M	Buy	35,692 +11,356	+47%	+$602K	0.06%	254
2025 Q2	$1.27M	Buy	24,336 +320	+1%	+$15.8K	0.05%	289
2025 Q1	$1.2M	Buy	+24,016	New	+$1.2M	0.05%	283

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

VestGen Advisors's XLF Position: Q2 2026 in Review

VestGen Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.37% in Q2 2026, selling an estimated $3.59K and leaving 18,525 shares worth $993K. The position accounts for 0.03% of the portfolio, ranked #459.

VestGen Advisors first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.92M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

VestGen Advisors held 18,525 shares of State Street Financial Select Sector SPDR ETF worth $993K as of Q2 2026.
VestGen Advisors sold 69 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.59K.
State Street Financial Select Sector SPDR ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #459 holding.
VestGen Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.92M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.