Vise Technologies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vise Technologies’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	$9.91M	Buy	184,841 +161,202	+682%	+$8.38M	0.11%	156
2026 Q1	$1.29M	Hold	23,639	–	–	0.03%	503
2025 Q4	$1.29M	Buy	23,639 +17,710	+299%	+$944K	0.03%	505
2025 Q3	$319K	Sell	5,929 -25,512	-81%	-$1.35M	0.01%	859
2025 Q2	$1.65M	Buy	+31,441	New	+$1.56M	0.07%	311
2024 Q4	$356K	Buy	+7,373	New	+$357K	0.03%	536
2022 Q2	–	Sell	-5,347	Closed	-$205K	–	324
2022 Q1	$205K	Sell	5,347 -128	-2%	-$5K	0.08%	236
2021 Q4	$214K	Buy	+5,475	New	+$215K	0.06%	128

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 22.9% 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

Vise Technologies's XLF Position: Q2 2026 in Review

Vise Technologies increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 682% in Q2 2026, buying an estimated $8.38M and bringing the position to 184,841 shares worth $9.91M. The position accounts for 0.11% of the portfolio, ranked #156.

Vise Technologies first reported a position in XLF in Q4 2021 and has held it in 8 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Vise Technologies held 184,841 shares of State Street Financial Select Sector SPDR ETF worth $9.91M as of Q2 2026.
Vise Technologies bought 161,202 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.38M.
State Street Financial Select Sector SPDR ETF made up 0.11% of Vise Technologies's portfolio in Q2 2026, its #156 holding.
Vise Technologies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.