SMI Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SMI Advisory Services’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	$387K	Sell	6,897 -22,994	-77%	-$1.2M	0.06%	45
2026 Q1	$1.49M	Sell	29,891 -42,951	-59%	-$2.24M	0.25%	23
2025 Q4	$4.03M	Buy	72,842 +17,418	+31%	+$928K	0.69%	17
2025 Q3	$2.98M	Buy	+55,424	New	+$2.94M	0.56%	17

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

SMI Advisory Services's XLF Position: Q2 2026 in Review

SMI Advisory Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 77% in Q2 2026, selling an estimated $1.2M and leaving 6,897 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #45.

SMI Advisory Services first reported a position in XLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.03M in Q4 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SMI Advisory Services held 6,897 shares of State Street Financial Select Sector SPDR ETF worth $387K as of Q2 2026.
SMI Advisory Services sold 22,994 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.2M.
State Street Financial Select Sector SPDR ETF made up 0.06% of SMI Advisory Services's portfolio in Q2 2026, its #45 holding.
SMI Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
SMI Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $4.03M in Q4 2025.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.