SXL
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Summit X LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Summit X LLC’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
Q3 		– Sell
-11,901
Closed -$623K – 242
2025
Q2 		$623K Buy
11,901
+3,069
+35% +$152K 0.12% 127
2025
Q1 		$440K Buy
8,832
+200
+2% +$10K 0.09% 135
2024
Q4 		$417K Buy
8,632
+1,193
+16% +$57.7K 0.09% 132
2024
Q3 		$306K Sell
7,439
-350
-4% -$15.3K 0.07% 155
2024
Q2 		$321K Buy
7,789
+1,208
+18% +$49.7K 0.07% 167
2024
Q1 		$277K Buy
+6,581
New +$260K 0.07% 166

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit X LLC's XLF Position: Q3 2025 in Review

Summit X LLC sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 11,901 shares — an estimated $623K sold.

Summit X LLC first reported a position in XLF in Q1 2024 and held it in 6 quarters. The position peaked at $623K in Q2 2025. 1,820 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Summit X LLC reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 11,901 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $623K.
  • Summit X LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
  • Summit X LLC's State Street Financial Select Sector SPDR ETF position peaked at $623K in Q2 2025.
  • 1,820 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.