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 Q3	$660K	Buy	12,352 +4,610	+60%	+$261K	0.31%	59
2026 Q2	$415K	Sell	7,742 -6,100	-44%	-$317K	0.21%	65
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

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Viewpoint Capital Management's XLF Position: Q3 2026 in Review

Viewpoint Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 60% in Q3 2026, buying an estimated $261K and bringing the position to 12,352 shares worth $660K. The position accounts for 0.31% of the portfolio, ranked #59.

Viewpoint Capital Management first reported a position in XLF in Q4 2021 and has held it in 20 quarters since. The position peaked at $780K in Q4 2025. 773 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Viewpoint Capital Management held 12,352 shares of State Street Financial Select Sector SPDR ETF worth $660K as of Q3 2026.
Viewpoint Capital Management bought 4,610 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $261K.
State Street Financial Select Sector SPDR ETF made up 0.31% of Viewpoint Capital Management's portfolio in Q3 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 20 quarters since.
Viewpoint Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $780K in Q4 2025.
773 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.