Smith Thornton Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Smith Thornton 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	$368K	Sell	6,562 -46	-0.7%	-$2.39K	0.16%	105
2026 Q1	$326K	Sell	6,608 -400	-6%	-$20.8K	0.16%	110
2025 Q4	$384K	Hold	7,008	–	–	0.2%	103
2025 Q3	$378K	Buy	7,008 +50	+0.7%	+$2.65K	0.2%	98
2025 Q2	$364K	Sell	6,958 -370	-5%	-$18.3K	0.21%	100
2025 Q1	$365K	Hold	7,328	–	–	0.23%	95
2024 Q4	$354K	Hold	7,328	–	–	0.22%	102
2024 Q3	$332K	Hold	7,328	–	–	0.22%	104
2024 Q2	$301K	Buy	+7,328	New	+$302K	0.22%	106

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Smith Thornton Advisors's XLF Position: Q2 2026 in Review

Smith Thornton Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.7% in Q2 2026, selling an estimated $2.39K and leaving 6,562 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #105.

Smith Thornton Advisors first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $384K in Q4 2025. 630 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Smith Thornton Advisors held 6,562 shares of State Street Financial Select Sector SPDR ETF worth $368K as of Q2 2026.
Smith Thornton Advisors sold 46 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.39K.
State Street Financial Select Sector SPDR ETF made up 0.16% of Smith Thornton Advisors's portfolio in Q2 2026, its #105 holding.
Smith Thornton Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's State Street Financial Select Sector SPDR ETF position peaked at $384K in Q4 2025.
630 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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