9258 Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

9258 Wealth Management’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
2024 Q3	$1.23M	Buy	27,203 +8,494	+45%	+$371K	0.18%	107
2024 Q2	$769K	Buy	18,709 +4,145	+28%	+$171K	0.12%	141
2024 Q1	$613K	Buy	+14,564	New	+$575K	0.1%	171
2022 Q2	–	Sell	-28,436	Closed	-$1.09M	–	362
2022 Q1	$1.09M	Buy	28,436 +597	+2%	+$23.3K	0.25%	90
2021 Q4	$1.09M	Buy	27,839 +1,664	+6%	+$65.4K	0.25%	92
2021 Q3	$982K	Buy	26,175 +1,327	+5%	+$49.6K	0.26%	87
2021 Q2	$912K	Buy	24,848 +2,165	+10%	+$79.2K	0.25%	100
2021 Q1	$772K	Sell	22,683 -999	-4%	-$32.1K	0.23%	110
2020 Q4	$698K	Hold	23,682	–	–	0.23%	117
2020 Q3	$565K	Sell	23,682 -279	-1%	-$6.79K	0.21%	120
2020 Q2	$554K	Buy	23,961 +12,308	+106%	+$279K	0.22%	124
2020 Q1	$262K	Buy	+11,653	New	+$321K	0.12%	207

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

9258 Wealth Management's XLF Position: Q3 2024 in Review

9258 Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 45% in Q3 2024, buying an estimated $371K and bringing the position to 27,203 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #107.

9258 Wealth Management first reported a position in XLF in Q1 2020 and has held it in 12 quarters since. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

9258 Wealth Management held 27,203 shares of State Street Financial Select Sector SPDR ETF worth $1.23M as of Q3 2024.
9258 Wealth Management bought 8,494 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $371K.
State Street Financial Select Sector SPDR ETF made up 0.18% of 9258 Wealth Management's portfolio in Q3 2024, its #107 holding.
9258 Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 12 quarters since.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.