SummitTX Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SummitTX Capital’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
2026 Q2	$8.87M	Sell	165,512 -126,745	-43%	-$6.59M	0.23%	107
2026 Q1	$14.4M	Buy	+292,257	New	+$15.2M	0.45%	34
2025 Q3	–	Sell	-75,066	Closed	-$3.93M	–	1006
2025 Q2	$3.93M	Buy	+75,066	New	+$3.72M	0.17%	150

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SummitTX Capital's XLF Position: Q2 2026 in Review

SummitTX Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 43% in Q2 2026, selling an estimated $6.59M and leaving 165,512 shares worth $8.87M. The position accounts for 0.23% of the portfolio, ranked #107.

SummitTX Capital first reported a position in XLF in Q2 2025 and has held it in 3 quarters since. The position peaked at $14.4M in Q1 2026. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

SummitTX Capital held 165,512 shares of State Street Financial Select Sector SPDR ETF worth $8.87M as of Q2 2026.
SummitTX Capital sold 126,745 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.59M.
State Street Financial Select Sector SPDR ETF made up 0.23% of SummitTX Capital's portfolio in Q2 2026, its #107 holding.
SummitTX Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
SummitTX Capital's State Street Financial Select Sector SPDR ETF position peaked at $14.4M in Q1 2026.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.