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

Summit Financial’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	$7.07M	Sell	131,926 -4,663	-3%	-$242K	0.08%	262
2026 Q1	$6.74M	Buy	136,589 +10,173	+8%	+$530K	0.09%	246
2025 Q4	$6.92M	Sell	126,416 -25,739	-17%	-$1.37M	0.1%	190
2025 Q3	$8.2M	Sell	152,155 -52,723	-26%	-$2.79M	0.13%	147
2025 Q2	$10.7M	Buy	204,878 +68,595	+50%	+$3.39M	0.24%	73
2025 Q1	$6.79M	Buy	136,283 +32,964	+32%	+$1.65M	0.19%	103
2024 Q4	$4.99M	Buy	103,319 +29,944	+41%	+$1.45M	0.18%	107
2024 Q3	$3.33M	Buy	73,375 +21,466	+41%	+$937K	0.13%	126
2024 Q2	$2.13M	Buy	51,909 +40,379	+350%	+$1.66M	0.1%	151
2024 Q1	$486K	Buy	+11,530	New	+$455K	0.03%	259
2023 Q1	–	Sell	-5,903	Closed	-$202K	–	265
2022 Q4	$202K	Sell	5,903 -11,818	-67%	-$400K	0.02%	241
2022 Q3	$538K	Buy	17,721 +1,590	+10%	+$52.6K	0.05%	164
2022 Q2	$507K	Sell	16,131 -9,309	-37%	-$322K	0.05%	154
2022 Q1	$975K	Buy	25,440 +9,672	+61%	+$378K	0.08%	122
2021 Q4	$616K	Sell	15,768 -365	-2%	-$14.3K	0.05%	151
2021 Q3	$605K	Buy	16,133 +4,107	+34%	+$154K	0.05%	120
2021 Q2	$441K	Buy	+12,026	New	+$440K	0.04%	96

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's XLF Position: Q2 2026 in Review

Summit Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.4% in Q2 2026, selling an estimated $242K and leaving 131,926 shares worth $7.07M. The position accounts for 0.08% of the portfolio, ranked #262.

Summit Financial first reported a position in XLF in Q2 2021 and has held it in 17 quarters since. The position peaked at $10.7M in Q2 2025. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Summit Financial held 131,926 shares of State Street Financial Select Sector SPDR ETF worth $7.07M as of Q2 2026.
Summit Financial sold 4,663 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $242K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Summit Financial's portfolio in Q2 2026, its #262 holding.
Summit Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
Summit Financial's State Street Financial Select Sector SPDR ETF position peaked at $10.7M in Q2 2025.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.