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
2023 Q3	–	Sell	-20,000	Closed	-$674K	–	1070
2023 Q2	$674K	Sell	20,000 -20,000	-50%	-$653K	0.09%	118
2023 Q1	$1.29M	Sell	40,000 -100,800	-72%	-$3.5M	0.11%	79
2022 Q4	$4.82M	Sell	140,800 -80,000	-36%	-$2.71M	0.18%	81
2022 Q3	$6.7M	Buy	220,800 +86,300	+64%	+$2.85M	0.5%	41
2022 Q2	$4.23M	Sell	134,500 -20,400	-13%	-$705K	0.53%	36
2022 Q1	$5.94M	Sell	154,900 -388,500	-71%	-$15.2M	0.66%	24
2021 Q4	$21.2M	Buy	543,400 +538,680	+11,413%	+$21.2M	0.99%	15
2021 Q3	$17.7M	Buy	4,720 +3,700	+363%	+$138K	1.38%	5
2021 Q2	$3.74M	Buy	1,020 +870	+580%	+$31.8K	0.31%	68
2021 Q1	$511K	Buy	+150	New	+$4.82K	0.06%	314
2020 Q4	–	Sell	-88	Closed	-$212K	–	618
2020 Q3	$212K	Buy	+88	New	+$2.14K	0.02%	320
2020 Q1	–	Sell	-583	Closed	-$1.79M	–	503
2019 Q4	$1.79M	Buy	+583	New	+$17.1K	0.14%	149
2015 Q1	–	Sell	-770	Closed	-$1K	–	667
2014 Q4	$1K	Buy	+770	New	+$16.1K	﹤0.01%	577

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 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.