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

Vickerman Investment 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
Q1 		$16.9M Sell
342,356
-947
-0.3% -$49.3K 3.55% 6
2025
Q4 		$18.8M Buy
343,303
+42,620
+14% +$2.27M 3.76% 7
2025
Q3 		$16.2M Buy
300,683
+20,465
+7% +$1.08M 3.28% 7
2025
Q2 		$14.7M Buy
280,218
+67,197
+32% +$3.33M 3.15% 7
2025
Q1 		$10.6M Buy
213,021
+53,451
+33% +$2.68M 2.4% 8
2024
Q4 		$7.71M Buy
159,570
+3,604
+2% +$174K 2.1% 12
2024
Q3 		$7.07M Buy
155,966
+7,537
+5% +$329K 2.08% 13
2024
Q2 		$6.1M Buy
148,429
+33,253
+29% +$1.37M 1.96% 13
2024
Q1 		$4.85M Buy
115,176
+5,243
+5% +$207K 1.56% 14
2023
Q4 		$4.13M Sell
109,933
-65,373
-37% -$2.26M 1.41% 21
2023
Q3 		$5.81M Sell
175,306
-15,704
-8% -$541K 2.37% 10
2023
Q2 		$6.44M Sell
191,010
-169,211
-47% -$5.52M 2.52% 10
2023
Q1 		$11.6M Sell
360,221
-25,904
-7% -$900K 4.57% 5
2022
Q4 		$13.2M Sell
386,125
-20,080
-5% -$679K 5.99% 3
2022
Q3 		$12.3M Buy
406,205
+13,546
+3% +$448K 5.95% 4
2022
Q2 		$12.3M Buy
392,659
+25,916
+7% +$896K 5.84% 4
2022
Q1 		$12.7M Buy
366,743
+40,870
+13% +$1.6M 5.66% 3
2021
Q4 		$12.7M Sell
325,873
-10,567
-3% -$415K 5.14% 3
2021
Q3 		$12.6M Buy
+336,440
New +$12.6M 5.05% 3

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vickerman Investment Advisors's XLF Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.28% in Q1 2026, selling an estimated $49.3K and leaving 342,356 shares worth $16.9M. The position accounts for 3.55% of the portfolio, ranked #6.

Vickerman Investment Advisors first reported a position in XLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.8M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Vickerman Investment Advisors held 342,356 shares of State Street Financial Select Sector SPDR ETF worth $16.9M as of Q1 2026.
  • Vickerman Investment Advisors sold 947 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $49.3K.
  • State Street Financial Select Sector SPDR ETF made up 3.55% of Vickerman Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • Vickerman Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $18.8M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.