Victory Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Victory Financial Group’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	$220K	Sell	4,461 -60,037	-93%	-$3.13M	0.03%	321
2025 Q4	$3.53M	Sell	64,498 -16,168	-20%	-$862K	0.44%	39
2025 Q3	$4.35M	Buy	80,666 +3,553	+5%	+$188K	0.6%	27
2025 Q2	$4.04M	Sell	77,113 -2,393	-3%	-$118K	0.64%	28
2025 Q1	$3.96M	Buy	79,506 +55,490	+231%	+$2.78M	0.76%	26
2024 Q4	$1.16M	Buy	+24,016	New	+$1.16M	0.31%	48
2024 Q2	$259K	Buy	6,300 +189	+3%	+$7.78K	0.12%	64
2024 Q1	$257K	Sell	6,111 -408	-6%	-$16.1K	0.15%	48
2023 Q4	$245K	Buy	+6,519	New	+$226K	0.17%	53

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Victory Financial Group's XLF Position: Q1 2026 in Review

Victory Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 93% in Q1 2026, selling an estimated $3.13M and leaving 4,461 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #321.

Victory Financial Group first reported a position in XLF in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.35M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Victory Financial Group held 4,461 shares of State Street Financial Select Sector SPDR ETF worth $220K as of Q1 2026.
Victory Financial Group sold 60,037 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $3.13M.
State Street Financial Select Sector SPDR ETF made up 0.03% of Victory Financial Group's portfolio in Q1 2026, its #321 holding.
Victory Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $4.35M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.