Vestmark Advisory Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vestmark Advisory Solutions’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	$17.8M	Buy	331,388 +26,494	+9%	+$1.38M	0.17%	127
2026 Q1	$15.1M	Buy	304,894 +140,168	+85%	+$7.3M	0.17%	137
2025 Q4	$9.02M	Buy	164,726 +50,507	+44%	+$2.69M	0.12%	172
2025 Q3	$6.15M	Sell	114,219 -482,743	-81%	-$25.6M	0.12%	177
2025 Q2	$31.3M	Buy	+596,962	New	+$29.5M	0.45%	49
2023 Q1	–	Sell	-11,022	Closed	-$377K	–	906
2022 Q4	$377K	Sell	11,022 -1,074	-9%	-$36.3K	0.02%	622
2022 Q3	$367K	Sell	12,096 -3,057	-20%	-$101K	0.02%	610
2022 Q2	$477K	Sell	15,153 -468,976	-97%	-$16.2M	0.03%	550
2022 Q1	$18.6M	Buy	484,129 +23,767	+5%	+$929K	1.05%	10
2021 Q4	$18M	Sell	460,362 -5,995	-1%	-$236K	1.01%	12
2021 Q3	$17.5M	Buy	466,357 +66,518	+17%	+$2.49M	1.19%	9
2021 Q2	$14.7M	Sell	399,839 -14,255	-3%	-$521K	1.04%	13
2021 Q1	$14.1M	Buy	414,094 +22,368	+6%	+$718K	1.25%	6
2020 Q4	$11.5M	Buy	391,726 +67,652	+21%	+$1.81M	1.3%	8
2020 Q3	$7.8M	Buy	324,074 +49,972	+18%	+$1.22M	1.05%	15
2020 Q2	$6.34M	Buy	274,102 +159,782	+140%	+$3.63M	0.98%	14
2020 Q1	$2.38M	Buy	+114,320	New	+$3.15M	0.47%	46

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

Vestmark Advisory Solutions's XLF Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.7% in Q2 2026, buying an estimated $1.38M and bringing the position to 331,388 shares worth $17.8M. The position accounts for 0.17% of the portfolio, ranked #127.

Vestmark Advisory Solutions first reported a position in XLF in Q1 2020 and has held it in 17 quarters since. The position peaked at $31.3M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Vestmark Advisory Solutions held 331,388 shares of State Street Financial Select Sector SPDR ETF worth $17.8M as of Q2 2026.
Vestmark Advisory Solutions bought 26,494 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.38M.
State Street Financial Select Sector SPDR ETF made up 0.17% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #127 holding.
Vestmark Advisory Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 17 quarters since.
Vestmark Advisory Solutions's State Street Financial Select Sector SPDR ETF position peaked at $31.3M 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 Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.