Visionary Horizons’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Visionary Horizons’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	$816K	Buy	15,272 +307	+2%	+$17.4K	0.32%	48
2026 Q2	$802K	Sell	14,965 -942	-6%	-$49K	0.34%	48
2026 Q1	$785K	Sell	15,907 -4,539	-22%	-$237K	0.39%	46
2025 Q4	$1.12M	Sell	20,446 -18	-0.1%	-$959	0.58%	32
2025 Q3	$1.1M	Sell	20,464 -41,264	-67%	-$2.19M	0.62%	28
2025 Q2	$3.23M	Buy	61,728 +6,091	+11%	+$301K	2.05%	13
2025 Q1	$2.77M	Buy	55,637 +32,597	+141%	+$1.64M	1.95%	11
2024 Q4	$1.11M	Sell	23,040 -46	-0.2%	-$2.22K	0.73%	18
2024 Q3	$1.05M	Buy	23,086 +751	+3%	+$32.8K	0.7%	20
2024 Q2	$918K	Buy	+22,335	New	+$919K	0.67%	20

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Visionary Horizons's XLF Position: Q3 2026 in Review

Visionary Horizons increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.1% in Q3 2026, buying an estimated $17.4K and bringing the position to 15,272 shares worth $816K. The position accounts for 0.32% of the portfolio, ranked #48.

Visionary Horizons first reported a position in XLF in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.23M in Q2 2025. 1,489 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Visionary Horizons held 15,272 shares of State Street Financial Select Sector SPDR ETF worth $816K as of Q3 2026.
Visionary Horizons bought 307 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $17.4K.
State Street Financial Select Sector SPDR ETF made up 0.32% of Visionary Horizons's portfolio in Q3 2026, its #48 holding.
Visionary Horizons first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
Visionary Horizons's State Street Financial Select Sector SPDR ETF position peaked at $3.23M in Q2 2025.
1,489 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.