Sierra Summit Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sierra Summit Advisors’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	–	Sell	-4,060	Closed	-$200K	–	241
2026 Q1	$200K	Buy	4,060 +392	+11%	+$20.4K	0.03%	180
2025 Q4	$201K	Buy	+3,668	New	+$195K	0.03%	171

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

Sierra Summit Advisors's XLF Position: Q2 2026 in Review

Sierra Summit Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,060 shares — an estimated $200K sold.

Sierra Summit Advisors first reported a position in XLF in Q4 2025 and held it in 2 quarters. The position peaked at $201K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Sierra Summit Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Sierra Summit Advisors sold 4,060 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
Sierra Summit Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
Sierra Summit Advisors's State Street Financial Select Sector SPDR ETF position peaked at $201K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.