VisionPoint Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-5,631	Closed	-$302K	–	509
2026 Q2	$302K	Buy	5,631 +861	+18%	+$44.7K	0.05%	354
2026 Q1	$235K	Buy	4,770 +754	+19%	+$39.3K	0.04%	393
2025 Q4	$220K	Sell	4,016 -5,412	-57%	-$288K	0.04%	369
2025 Q3	$508K	Buy	9,428 +254	+3%	+$13.5K	0.1%	203
2025 Q2	$480K	Buy	+9,174	New	+$454K	0.1%	192
2024 Q3	–	Sell	-50	Closed	-$2.06K	–	795
2024 Q2	$2.06K	Hold	50	–	–	﹤0.01%	668
2024 Q1	$2.11K	Hold	50	–	–	﹤0.01%	677
2023 Q4	$1.88K	Sell	50 -67	-57%	-$2.32K	﹤0.01%	637
2023 Q3	$3.88K	Sell	117 -243	-68%	-$8.37K	﹤0.01%	528
2023 Q2	$12.1K	Buy	+360	New	+$11.7K	0.01%	376
2020 Q1	–	Sell	-7,465	Closed	-$230K	–	157
2019 Q4	$230K	Hold	7,465	–	–	0.1%	111
2019 Q3	$205K	Sell	7,465 -22	-0.3%	-$607	0.06%	127
2019 Q2	$207K	Sell	7,487 -6,469	-46%	-$175K	0.06%	126
2019 Q1	$359K	Buy	+13,956	New	+$360K	0.1%	84

Other funds holding XLF

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

VisionPoint Advisory Group's XLF Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026, closing a stake of 5,631 shares — an estimated $302K sold.

VisionPoint Advisory Group first reported a position in XLF in Q1 2019 and held it in 14 quarters. The position peaked at $508K in Q3 2025. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

VisionPoint Advisory Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 5,631 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $302K.
VisionPoint Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and held it in 14 quarters.
VisionPoint Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $508K in Q3 2025.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.