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

Visionary Wealth Advisors’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	$4.4M	Buy	82,078 +21,488	+35%	+$1.12M	0.17%	134
2026 Q1	$2.99M	Sell	60,590 -4,867	-7%	-$254K	0.13%	161
2025 Q4	$3.59M	Buy	65,457 +3,993	+6%	+$213K	0.16%	143
2025 Q3	$3.31M	Buy	61,464 +1,653	+3%	+$87.6K	0.15%	140
2025 Q2	$3.13M	Sell	59,811 -29,104	-33%	-$1.44M	0.16%	147
2025 Q1	$4.43M	Sell	88,915 -27,631	-24%	-$1.39M	0.27%	101
2024 Q4	$5.63M	Sell	116,546 -107,478	-48%	-$5.2M	0.33%	85
2024 Q3	$10.2M	Buy	224,024 +2,195	+1%	+$95.8K	0.62%	41
2024 Q2	$9.12M	Buy	221,829 +43,691	+25%	+$1.8M	0.6%	42
2024 Q1	$7.5M	Buy	178,138 +37,331	+27%	+$1.47M	0.51%	54
2023 Q4	$5.29M	Sell	140,807 -12,818	-8%	-$444K	0.39%	72
2023 Q3	$5.1M	Sell	153,625 -24,572	-14%	-$847K	0.41%	68
2023 Q2	$6.01M	Sell	178,197 -49,481	-22%	-$1.61M	0.48%	57
2023 Q1	$7.32M	Sell	227,678 -31,058	-12%	-$1.08M	0.62%	41
2022 Q4	$8.85M	Buy	258,736 +144,451	+126%	+$4.89M	0.82%	30
2022 Q3	$3.47M	Sell	114,285 -51,360	-31%	-$1.7M	0.36%	73
2022 Q2	$5.21M	Sell	165,645 -694	-0.4%	-$24K	0.47%	57
2022 Q1	$6.37M	Sell	166,339 -7,987	-5%	-$312K	0.51%	46
2021 Q4	$6.81M	Buy	174,326 +58,277	+50%	+$2.29M	0.56%	42
2021 Q3	$4.36M	Buy	116,049 +33,268	+40%	+$1.24M	0.45%	56
2021 Q2	$3.04M	Buy	82,781 +36,247	+78%	+$1.33M	0.31%	80
2021 Q1	$1.58M	Buy	46,534 +36,713	+374%	+$1.18M	0.17%	122
2020 Q4	$290K	Buy	+9,821	New	+$263K	0.03%	236

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 22.96% 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

Visionary Wealth Advisors's XLF Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 35% in Q2 2026, buying an estimated $1.12M and bringing the position to 82,078 shares worth $4.4M. The position accounts for 0.17% of the portfolio, ranked #134.

Visionary Wealth Advisors first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q3 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Visionary Wealth Advisors held 82,078 shares of State Street Financial Select Sector SPDR ETF worth $4.4M as of Q2 2026.
Visionary Wealth Advisors bought 21,488 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.12M.
State Street Financial Select Sector SPDR ETF made up 0.17% of Visionary Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Visionary Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Visionary Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $10.2M in Q3 2024.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.