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

Summit Global Investments’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
2025 Q1	–	Sell	-63,780	Closed	-$3.08M	–	597
2024 Q4	$3.08M	Buy	+63,780	New	+$3.08M	0.19%	106
2022 Q4	–	Sell	-103,445	Closed	-$3.14M	–	496
2022 Q3	$3.14M	Sell	103,445 -7,510	-7%	-$248K	0.29%	98
2022 Q2	$3.49M	Sell	110,955 -140,693	-56%	-$4.86M	0.31%	84
2022 Q1	$9.64M	Buy	+251,648	New	+$9.84M	0.71%	38

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Summit Global Investments's XLF Position: Q1 2025 in Review

Summit Global Investments sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 63,780 shares — an estimated $3.08M sold.

Summit Global Investments first reported a position in XLF in Q1 2022 and held it in 4 quarters. The position peaked at $9.64M in Q1 2022. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Summit Global Investments reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Summit Global Investments sold 63,780 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $3.08M.
Summit Global Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Summit Global Investments's State Street Financial Select Sector SPDR ETF position peaked at $9.64M in Q1 2022.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.