Smith Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Smith Asset Management’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	-4,742	Closed	-$234K	–	73
2026 Q1	$234K	Sell	4,742 -327	-6%	-$17K	0.2%	62
2025 Q4	$278K	Hold	5,069	–	–	0.23%	60
2025 Q3	$273K	Buy	5,069 +133	+3%	+$7.05K	0.23%	58
2025 Q2	$259K	Buy	4,936 +5	+0.1%	+$247	0.22%	62
2025 Q1	$246K	Sell	4,931 -324	-6%	-$16.3K	0.23%	57
2024 Q4	$254K	Buy	+5,255	New	+$254K	0.25%	56

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

Smith Asset Management's XLF Position: Q2 2026 in Review

Smith Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 4,742 shares — an estimated $234K sold.

Smith Asset Management first reported a position in XLF in Q4 2024 and held it in 6 quarters. The position peaked at $278K in Q4 2025. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Smith Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Smith Asset Management sold 4,742 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $234K.
Smith Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Smith Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $278K in Q4 2025.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.