Summit Securities Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Buy |
+28,500
| New | +$1.48M | 0.15% | 82 |
|
|
2026
Q1 | – | Sell |
-90,506
| Closed | -$4.96M | – | 1415 |
|
|
2025
Q4 | $4.96M | Buy |
+90,506
| New | +$4.82M | 0.65% | 33 |
|
|
2025
Q3 | – | Sell |
-35,300
| Closed | -$1.85M | – | 1403 |
|
|
2025
Q2 | $1.85M | Buy |
+35,300
| New | +$1.75M | 0.36% | 59 |
|
|
2023
Q3 | – | Sell |
-15,100
| Closed | -$509K | – | 1069 |
|
|
2023
Q2 | $509K | Buy |
+15,100
| New | +$493K | 0.07% | 143 |
|
|
2023
Q1 | – | Sell |
-9,400
| Closed | -$327K | – | 1357 |
|
|
2022
Q4 | $321K | Buy |
+9,400
| New | +$318K | 0.01% | 340 |
|
|
2022
Q3 | – | Sell |
-9,400
| Closed | -$311K | – | 1197 |
|
|
2022
Q2 | $296K | Sell |
9,400
-200
| -2% | -$6.91K | 0.04% | 254 |
|
|
2022
Q1 | $368K | Sell |
9,600
-230,400
| -96% | -$9.01M | 0.04% | 277 |
|
|
2021
Q4 | $9.37M | Buy |
240,000
+147,600
| +160% | +$5.8M | 0.44% | 41 |
|
|
2021
Q3 | $3.47M | Buy |
92,400
+58,000
| +169% | +$2.17M | 0.27% | 89 |
|
|
2021
Q2 | $1.26M | Sell |
34,400
-27,500
| -44% | -$1.01M | 0.1% | 208 |
|
|
2021
Q1 | $2.11M | Sell |
61,900
-133,200
| -68% | -$4.28M | 0.23% | 94 |
|
|
2020
Q4 | $5.75M | Buy |
195,100
+180,100
| +1,201% | +$4.82M | 0.48% | 48 |
|
|
2020
Q3 | $361K | Buy |
+15,000
| New | +$365K | 0.04% | 259 |
|
|
2020
Q1 | – | Sell |
-243,700
| Closed | -$6.71M | – | 502 |
|
|
2019
Q4 | $7.5M | Buy |
+243,700
| New | +$7.15M | 0.57% | 43 |
|
|
2019
Q1 | – | Sell |
-8,700
| Closed | -$207K | – | 353 |
|
|
2018
Q4 | $207K | Buy |
+8,700
| New | +$226K | 0.02% | 285 |
|
|
2018
Q1 | – | Sell |
-49,600
| Closed | -$1.38M | – | 243 |
|
|
2017
Q4 | $1.38M | Sell |
49,600
-8,700
| -15% | -$234K | 0.16% | 50 |
|
|
2017
Q3 | $1.51M | Buy |
58,300
+5,000
| +9% | +$125K | 0.26% | 46 |
|
|
2017
Q2 | $1.31M | Buy |
+53,300
| New | +$1.26M | 0.23% | 52 |
|
|
2017
Q1 | – | Sell |
-183,000
| Closed | -$4.25M | – | 411 |
|
|
2016
Q4 | $4.25M | Buy |
+183,000
| New | +$3.93M | 0.93% | 20 |
|
|
2016
Q1 | – | Sell |
-82,702
| Closed | -$1.73M | – | 341 |
|
|
2015
Q4 | $1.73M | Buy |
+82,702
| New | +$1.74M | 0.56% | 30 |
|
|
2015
Q1 | – | Sell |
-75,203
| Closed | -$1.63M | – | 666 |
|
|
2014
Q4 | $1.63M | Buy |
75,203
+64,723
| +618% | +$1.36M | 0.47% | 45 |
|
|
2014
Q3 | $213K | Sell |
10,480
-2,620
| -20% | -$52.9K | 0.06% | 206 |
|
|
2014
Q2 | $262K | Sell |
13,100
-456
| -3% | -$8.88K | 0.09% | 140 |
|
|
2014
Q1 | $266K | Sell |
13,556
-15,720
| -54% | -$300K | 0.16% | 77 |
|
|
2013
Q4 | $562K | Buy |
+29,276
| New | +$538K | 0.1% | 97 |
|
Other funds holding XLF
Summit Securities Group's XLF Position: Q2 2026 in Review
Summit Securities Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 28,500 shares worth $1.53M. The stake represents 0.15% of the portfolio and ranks #82 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XLF as recently as Q4 2025.
Summit Securities Group first reported a position in XLF in Q4 2013 and has held it in 25 quarters since. The position peaked at $9.37M in Q4 2021. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Summit Securities Group held 28,500 shares of State Street Financial Select Sector SPDR ETF worth $1.53M as of Q2 2026.
- State Street Financial Select Sector SPDR ETF was a new Summit Securities Group position in Q2 2026.
- State Street Financial Select Sector SPDR ETF made up 0.15% of Summit Securities Group's portfolio in Q2 2026, its #82 holding.
- Summit Securities Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 25 quarters since.
- Summit Securities Group's State Street Financial Select Sector SPDR ETF position peaked at $9.37M in Q4 2021.
- 1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.