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

Summit Wealth 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
Q2 		– Sell
-26,524
Closed -$1K – 264
2023
Q1 		$1K Buy
+26,524
New +$922K 0.02% 151

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Summit Wealth Group's XLF Position: Q2 2023 in Review

Summit Wealth Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 26,524 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in XLF in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

  • Summit Wealth Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 26,524 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $1K in Q1 2023.
  • 1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.