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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial's XLF Position: Q1 2026 in Review

Summit Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8% in Q1 2026, buying an estimated $530K and bringing the position to 136,589 shares worth $6.74M. The position accounts for 0.09% of the portfolio, ranked #246.

Summit Financial first reported a position in XLF in Q2 2021 and has held it in 16 quarters since. The position peaked at $10.7M in Q2 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Summit Financial held 136,589 shares of State Street Financial Select Sector SPDR ETF worth $6.74M as of Q1 2026.
Summit Financial bought 10,173 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $530K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Summit Financial's portfolio in Q1 2026, its #246 holding.
Summit Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
Summit Financial's State Street Financial Select Sector SPDR ETF position peaked at $10.7M in Q2 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.