Summit Financial Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Summit Financial Strategies’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	$278K	Hold	5,184	–	–	0.02%	136
2026 Q1	$256K	Sell	5,184 -516	-9%	-$26.9K	0.02%	134
2025 Q4	$312K	Hold	5,700	–	–	0.03%	120
2025 Q3	$307K	Buy	5,700 +28	+0.5%	+$1.48K	0.03%	121
2025 Q2	$297K	Hold	5,672	–	–	0.03%	121
2025 Q1	$283K	Hold	5,672	–	–	0.03%	117
2024 Q4	$274K	Hold	5,672	–	–	0.03%	117
2024 Q3	$257K	Hold	5,672	–	–	0.03%	122
2024 Q2	$233K	Buy	5,672 +497	+10%	+$20.5K	0.03%	127
2024 Q1	$218K	Buy	+5,175	New	+$204K	0.03%	132

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

Summit Financial Strategies's XLF Position: Q2 2026 in Review

Summit Financial Strategies held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 5,184 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #136.

Summit Financial Strategies first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $312K in Q4 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Summit Financial Strategies held 5,184 shares of State Street Financial Select Sector SPDR ETF worth $278K as of Q2 2026.
Summit Financial Strategies left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #136 holding.
Summit Financial Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Summit Financial Strategies's State Street Financial Select Sector SPDR ETF position peaked at $312K in Q4 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.