Auto-Owners Insurance’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Auto-Owners Insurance’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 Q4	–	Sell	-4,197,400	Closed	-$190M	–	121
2024 Q3	$190M	Hold	4,197,400	–	–	4.66%	6
2024 Q2	$173M	Hold	4,197,400	–	–	4.56%	6
2024 Q1	$177M	Hold	4,197,400	–	–	4.67%	6
2023 Q4	$158M	Hold	4,197,400	–	–	4.78%	6
2023 Q3	$139M	Hold	4,197,400	–	–	4.65%	7
2023 Q2	$141M	Hold	4,197,400	–	–	4.59%	7
2023 Q1	$135M	Hold	4,197,400	–	–	4.65%	7
2022 Q4	$144M	Buy	+4,197,400	New	+$142M	5.24%	5

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Auto-Owners Insurance's XLF Position: Q4 2024 in Review

Auto-Owners Insurance sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 4,197,400 shares — an estimated $190M sold.

Auto-Owners Insurance first reported a position in XLF in Q4 2022 and held it in 8 quarters. The position peaked at $190M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Auto-Owners Insurance reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Auto-Owners Insurance sold 4,197,400 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $190M.
Auto-Owners Insurance first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
Auto-Owners Insurance's State Street Financial Select Sector SPDR ETF position peaked at $190M in Q3 2024.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Auto-Owners Insurance's 13F filing for Q4 2024, filed 14 Feb 2025.