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

Summit Securities Group’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
2020
Q2 		– Sell
-400
Closed -$833K – 491
2020
Q1 		$833K Buy
+400
New +$11K 0.15% 126

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Securities Group's XLF Position: Q1 2026 in Review

Summit Securities Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 90,506 shares — an estimated $4.96M sold.

Summit Securities Group first reported a position in XLF in Q4 2013 and held it in 24 quarters. The position peaked at $9.37M in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Summit Securities Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 90,506 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.96M.
  • Summit Securities Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 24 quarters.
  • Summit Securities Group's State Street Financial Select Sector SPDR ETF position peaked at $9.37M in Q4 2021.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.