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 Q3	$269K	Sell	5,041 -143	-3%	-$8.11K	0.02%	136
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

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

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

AIC

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

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Summit Financial Strategies's XLF Position: Q3 2026 in Review

Summit Financial Strategies reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.8% in Q3 2026, selling an estimated $8.11K and leaving 5,041 shares worth $269K. 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 11 quarters since. The position peaked at $312K in Q4 2025. 266 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Summit Financial Strategies held 5,041 shares of State Street Financial Select Sector SPDR ETF worth $269K as of Q3 2026.
Summit Financial Strategies sold 143 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $8.11K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Summit Financial Strategies's portfolio in Q3 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 11 quarters since.
Summit Financial Strategies's State Street Financial Select Sector SPDR ETF position peaked at $312K in Q4 2025.
266 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.