Vivid Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vivid Wealth 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	$3.58M	Buy	72,540 +789	+1%	+$41.1K	1.45%	12
2025 Q4	$3.93M	Buy	71,751 +33	+0%	+$1.76K	1.53%	12
2025 Q3	$3.86M	Sell	71,718 -7,776	-10%	-$412K	1.54%	12
2025 Q2	$4.16M	Sell	79,494 -2,662	-3%	-$132K	1.83%	10
2025 Q1	$4.09M	Buy	82,156 +103	+0.1%	+$5.17K	2.05%	8
2024 Q4	$3.97M	Buy	+82,053	New	+$3.97M	2.01%	11

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

Vivid Wealth Management's XLF Position: Q1 2026 in Review

Vivid Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.1% in Q1 2026, buying an estimated $41.1K and bringing the position to 72,540 shares worth $3.58M. The position accounts for 1.45% of the portfolio, ranked #12.

Vivid Wealth Management first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.16M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Vivid Wealth Management held 72,540 shares of State Street Financial Select Sector SPDR ETF worth $3.58M as of Q1 2026.
Vivid Wealth Management bought 789 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $41.1K.
State Street Financial Select Sector SPDR ETF made up 1.45% of Vivid Wealth Management's portfolio in Q1 2026, its #12 holding.
Vivid Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Vivid Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.16M in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.