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 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

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

VisionPoint Advisory Group's XLF Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q2 2026, buying an estimated $44.7K and bringing the position to 5,631 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #354.

VisionPoint Advisory Group first reported a position in XLF in Q1 2019 and has held it in 14 quarters since. The position peaked at $508K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

VisionPoint Advisory Group held 5,631 shares of State Street Financial Select Sector SPDR ETF worth $302K as of Q2 2026.
VisionPoint Advisory Group bought 861 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $44.7K.
State Street Financial Select Sector SPDR ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #354 holding.
VisionPoint Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 14 quarters since.
VisionPoint Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $508K in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.