Vienna Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vienna Asset Management’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	$606K	Buy	11,302 +4,837	+75%	+$251K	0.42%	45
2026 Q1	$319K	Buy	+6,465	New	+$337K	0.25%	48
2022 Q3	$64K	Sell	2,108 -10,000	-83%	-$331K	0.18%	27
2022 Q2	$381K	Sell	12,108 -27,930	-70%	-$965K	1.4%	18
2022 Q1	$1.53M	Sell	40,038 -43,532	-52%	-$1.7M	2.12%	19
2021 Q4	$3.26M	Buy	+83,570	New	+$3.28M	2.96%	8

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

Vienna Asset Management's XLF Position: Q2 2026 in Review

Vienna Asset Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 75% in Q2 2026, buying an estimated $251K and bringing the position to 11,302 shares worth $606K. The position accounts for 0.42% of the portfolio, ranked #45.

Vienna Asset Management first reported a position in XLF in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.26M in Q4 2021. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Vienna Asset Management held 11,302 shares of State Street Financial Select Sector SPDR ETF worth $606K as of Q2 2026.
Vienna Asset Management bought 4,837 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $251K.
State Street Financial Select Sector SPDR ETF made up 0.42% of Vienna Asset Management's portfolio in Q2 2026, its #45 holding.
Vienna Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 6 quarters since.
Vienna Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $3.26M in Q4 2021.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Vienna Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.