Vista Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vista Investment Management’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 Q1	$344K	Hold	6,958	–	–	0.11%	142
2025 Q4	$381K	Hold	6,958	–	–	0.13%	136
2025 Q3	$375K	Sell	6,958 -6	-0.1%	-$318	0.13%	136
2025 Q2	$365K	Sell	6,964 -20	-0.3%	-$990	0.14%	135
2025 Q1	$348K	Sell	6,984 -166	-2%	-$8.33K	0.14%	139
2024 Q4	$346K	Sell	7,150 -100	-1%	-$4.83K	0.13%	138
2024 Q3	$329K	Sell	7,250 -208	-3%	-$9.08K	0.12%	144
2024 Q2	$307K	Sell	7,458 -260	-3%	-$10.7K	0.12%	140
2024 Q1	$325K	Sell	7,718 -370	-5%	-$14.6K	0.13%	141
2023 Q4	$304K	Hold	8,088	–	–	0.14%	137
2023 Q3	$268K	Sell	8,088 -31	-0.4%	-$1.07K	0.14%	140
2023 Q2	$274K	Sell	8,119 -133	-2%	-$4.34K	0.14%	143
2023 Q1	$265K	Hold	8,252	–	–	0.14%	138
2022 Q4	$282K	Hold	8,252	–	–	0.16%	133
2022 Q3	$251K	Sell	8,252 -3	-0%	-$99	0.15%	137
2022 Q2	$260K	Sell	8,255 -100	-1%	-$3.46K	0.16%	140
2022 Q1	$320K	Sell	8,355 -153	-2%	-$5.98K	0.18%	131
2021 Q4	$332K	Sell	8,508 -10	-0.1%	-$393	0.18%	127
2021 Q3	$320K	Sell	8,518 -29	-0.3%	-$1.08K	0.19%	125
2021 Q2	$314K	Sell	8,547 -239	-3%	-$8.74K	0.19%	128
2021 Q1	$299K	Sell	8,786 -365	-4%	-$11.7K	0.19%	127
2020 Q4	$270K	Sell	9,151 -331	-3%	-$8.86K	0.18%	126
2020 Q3	$228K	Buy	9,482 +4	+0%	+$97	0.17%	127
2020 Q2	$219K	Buy	+9,478	New	+$215K	0.19%	122
2020 Q1	–	Sell	-9,667	Closed	-$298K	–	143
2019 Q4	$298K	Hold	9,667	–	–	0.22%	112
2019 Q3	$271K	Sell	9,667 -294	-3%	-$8.12K	0.22%	112
2019 Q2	$275K	Sell	9,961 -91	-0.9%	-$2.46K	0.23%	115
2019 Q1	$258K	Sell	10,052 -1	-0%	-$26	0.23%	115
2018 Q4	$239K	Sell	10,053 -302	-3%	-$7.84K	0.25%	116
2018 Q3	$286K	Sell	10,355 -303	-3%	-$8.48K	0.25%	123
2018 Q2	$283K	Buy	10,658 +800	+8%	+$22.1K	0.28%	118
2018 Q1	$272K	Hold	9,858	–	–	0.28%	110
2017 Q4	$275K	Buy	+9,858	New	+$265K	0.29%	108

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vista Investment Management's XLF Position: Q1 2026 in Review

Vista Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 6,958 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #142.

Vista Investment Management first reported a position in XLF in Q4 2017 and has held it in 33 quarters since. The position peaked at $381K in Q4 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Vista Investment Management held 6,958 shares of State Street Financial Select Sector SPDR ETF worth $344K as of Q1 2026.
Vista Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.11% of Vista Investment Management's portfolio in Q1 2026, its #142 holding.
Vista Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
Vista Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $381K in Q4 2025.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.