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Annapolis Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Annapolis Financial Services’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 		$38.7K Hold
855
– – 0.01% 171
2024
Q2 		$35.1K Hold
855
– – 0.01% 173
2024
Q1 		$36K Hold
855
– – 0.01% 172
2023
Q4 		$32.1K Hold
855
– – 0.01% 236
2023
Q3 		$28.4K Hold
855
– – 0.01% 233
2023
Q2 		$28.8K Buy
+855
New +$27.9K 0.01% 231

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Annapolis Financial Services's XLF Position: Q3 2024 in Review

Annapolis Financial Services held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2024 at 855 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #171.

Annapolis Financial Services first reported a position in XLF in Q2 2023 and has held it in 6 quarters since. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Annapolis Financial Services held 855 shares of State Street Financial Select Sector SPDR ETF worth $38.7K as of Q3 2024.
  • Annapolis Financial Services left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2024.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #171 holding.
  • Annapolis Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 6 quarters since.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.