Viewpoint Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Viewpoint Capital 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 Q1	$683K	Sell	13,842 -400	-3%	-$20.8K	0.32%	59
2025 Q4	$780K	Hold	14,242	–	–	0.34%	58
2025 Q3	$767K	Hold	14,242	–	–	0.34%	58
2025 Q2	$746K	Hold	14,242	–	–	0.37%	57
2025 Q1	$709K	Sell	14,242 -300	-2%	-$15K	0.38%	54
2024 Q4	$703K	Hold	14,542	–	–	0.37%	54
2024 Q3	$657K	Hold	14,542	–	–	0.37%	53
2024 Q2	$598K	Hold	14,542	–	–	0.37%	53
2024 Q1	$613K	Sell	14,542 -600	-4%	-$23.7K	0.39%	51
2023 Q4	$569K	Buy	15,142 +1,200	+9%	+$41.5K	0.4%	53
2023 Q3	$462K	Hold	13,942	–	–	0.37%	52
2023 Q2	$470K	Hold	13,942	–	–	0.36%	52
2023 Q1	$448K	Hold	13,942	–	–	0.4%	52
2022 Q4	$477K	Sell	13,942 -1,300	-9%	-$44K	0.46%	53
2022 Q3	$463K	Hold	15,242	–	–	0.46%	51
2022 Q2	$479K	Sell	15,242 -200	-1%	-$6.91K	0.45%	50
2022 Q1	$592K	Hold	15,442	–	–	0.46%	51
2021 Q4	$603K	Buy	+15,442	New	+$607K	0.44%	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

Viewpoint Capital Management's XLF Position: Q1 2026 in Review

Viewpoint Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.8% in Q1 2026, selling an estimated $20.8K and leaving 13,842 shares worth $683K. The position accounts for 0.32% of the portfolio, ranked #59.

Viewpoint Capital Management first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $780K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Viewpoint Capital Management held 13,842 shares of State Street Financial Select Sector SPDR ETF worth $683K as of Q1 2026.
Viewpoint Capital Management sold 400 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $20.8K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Viewpoint Capital Management's portfolio in Q1 2026, its #59 holding.
Viewpoint Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $780K 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 Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.