XLF β€” SELECT SECTOR SPDR TR

Ownership history in Veltria Advisors Corp.  Β·  11 quarters on record

AI Ownership Summary

Veltria Advisors Corp. reported SELECT SECTOR SPDR TR (XLF) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.47% in 2025 Q1. The latest visible filing shows XLF at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Veltria Advisors Corp.'s position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

XLF was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.47% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Veltria Advisors Corp. held XLF β€” position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,415 -54,326 -90.9% 1.28% $292K 2025-11-04 $51.97
2025 Q2 REDUCED 59,741 -47,333 -44.2% 2.09% $3.1M 2025-08-13 $52.14
2025 Q1 REDUCED 107,074 -4,151 -3.7% 3.47% $5.3M 2025-05-13 $50.30
2024 Q3 ADDED 111,225 +1,632 +1.5% 1.99% $5.0M 2024-10-30 $46.05
2024 Q2 ADDED 109,593 +92 +0.1% 1.62% $4.5M 2024-08-12 $41.06
2024 Q1 REDUCED 109,501 -3 -0.0% 1.19% $4.6M 2024-05-14 $40.60
2023 Q4 ADDED 109,504 +2,271 +2.1% 1.37% $4.1M 2024-02-13 $37.42
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Veltria Advisors Corp. and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Veltria Advisors Corp. reported owning XLF?

Veltria Advisors Corp. reported XLF across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported XLF position in Veltria Advisors Corp.'s portfolio?

The largest reported portfolio weight for XLF was 3.47% in 2025 Q1.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2025 Q3, when Veltria Advisors Corp. reported 5,415 shares, equal to 1.28% of portfolio, with an estimated market value of $292K.

What does the chart on this XLF ownership page compare?

The chart compares Veltria Advisors Corp.'s quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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