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

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

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. 1,896 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.
1,896 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.