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 Q3	$395K	Buy	7,224 +327	+5%	+$18.5K	0.06%	45
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

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SMI Advisory Services's XLF Position: Q3 2026 in Review

SMI Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.7% in Q3 2026, buying an estimated $18.5K and bringing the position to 7,224 shares worth $395K. 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 5 quarters since. The position peaked at $4.03M in Q4 2025. 608 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

SMI Advisory Services held 7,224 shares of State Street Financial Select Sector SPDR ETF worth $395K as of Q3 2026.
SMI Advisory Services bought 327 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $18.5K.
State Street Financial Select Sector SPDR ETF made up 0.06% of SMI Advisory Services's portfolio in Q3 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 5 quarters since.
SMI Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $4.03M in Q4 2025.
608 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.