Vision Financial Markets’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vision Financial Markets’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	$24.1K	Buy	441 +1	+0.2%	+$52	0.02%	183
2026 Q1	$21.7K	Buy	440 +1	+0.2%	+$52	0.02%	174
2025 Q4	$24K	Hold	439	–	–	0.02%	157
2025 Q3	$23.6K	Buy	439 +1	+0.2%	+$53	0.02%	181
2025 Q2	$22.9K	Buy	438 +1	+0.2%	+$49	0.02%	174
2025 Q1	$21.8K	Hold	437	–	–	0.02%	162
2024 Q4	$21.1K	Buy	+437	New	+$21.1K	0.02%	142

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Vision Financial Markets's XLF Position: Q2 2026 in Review

Vision Financial Markets increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.23% in Q2 2026, buying an estimated $52 and bringing the position to 441 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #183.

Vision Financial Markets first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. 795 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Vision Financial Markets held 441 shares of State Street Financial Select Sector SPDR ETF worth $24.1K as of Q2 2026.
Vision Financial Markets bought 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #183 holding.
Vision Financial Markets first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
795 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.