VH
XLF icon

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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Visionary Horizons's XLF Position: Q2 2026 in Review

Visionary Horizons reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q2 2026, selling an estimated $49K and leaving 14,965 shares worth $802K. The position accounts for 0.34% of the portfolio, ranked #48.

Visionary Horizons first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.23M in Q2 2025. 918 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Visionary Horizons held 14,965 shares of State Street Financial Select Sector SPDR ETF worth $802K as of Q2 2026.
  • Visionary Horizons sold 942 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $49K.
  • State Street Financial Select Sector SPDR ETF made up 0.34% of Visionary Horizons's portfolio in Q2 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 9 quarters since.
  • Visionary Horizons's State Street Financial Select Sector SPDR ETF position peaked at $3.23M in Q2 2025.
  • 918 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.