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 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 $1.56T 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

Vise Technologies's XLF Position: Q1 2026 in Review

Vise Technologies held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 23,639 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #503.

Vise Technologies first reported a position in XLF in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.65M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Vise Technologies held 23,639 shares of State Street Financial Select Sector SPDR ETF worth $1.29M as of Q1 2026.
Vise Technologies left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #503 holding.
Vise Technologies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
Vise Technologies's State Street Financial Select Sector SPDR ETF position peaked at $1.65M in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.