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

Avitas 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 Q4	$2.26M	Sell	46,745 -2,594	-5%	-$125K	0.31%	82
2024 Q3	$2.24M	Sell	49,339 -9,327	-16%	-$407K	0.31%	89
2024 Q2	$2.41M	Buy	58,666 +330	+0.6%	+$13.6K	0.35%	74
2024 Q1	$2.46M	Sell	58,336 -1,051	-2%	-$41.5K	0.37%	68
2023 Q4	$2.23M	Buy	59,387 +14,620	+33%	+$506K	0.37%	75
2023 Q3	$1.48M	Sell	44,767 -19,283	-30%	-$664K	0.28%	96
2023 Q2	$2.16M	Buy	64,050 +663	+1%	+$21.6K	0.39%	73
2023 Q1	$2.04M	Buy	63,387 +14,784	+30%	+$514K	0.4%	71
2022 Q4	$1.66M	Buy	48,603 +10,678	+28%	+$361K	0.35%	84
2022 Q3	$1.15M	Buy	37,925 +760	+2%	+$25.1K	0.26%	103
2022 Q2	$1.17M	Buy	37,165 +10,394	+39%	+$359K	0.26%	115
2022 Q1	$1.03M	Buy	26,771 +9,686	+57%	+$379K	0.19%	125
2021 Q4	$667K	Sell	17,085 -91	-0.5%	-$3.58K	0.11%	146
2021 Q3	$645K	Sell	17,176 -157	-0.9%	-$5.87K	0.12%	156
2021 Q2	$636K	Buy	17,333 +223	+1%	+$8.16K	0.11%	170
2021 Q1	$583K	Sell	17,110 -4,835	-22%	-$155K	0.11%	181
2020 Q4	$647K	Sell	21,945 -102	-0.5%	-$2.73K	0.13%	176
2020 Q3	$531K	Buy	22,047 +646	+3%	+$15.7K	0.15%	140
2020 Q2	$495K	Buy	21,401 +18	+0.1%	+$409	0.16%	131
2020 Q1	$445K	Sell	21,383 -23,732	-53%	-$653K	0.2%	102
2019 Q4	$1.39M	Sell	45,115 -419	-0.9%	-$12.3K	0.36%	97
2019 Q3	$1.27M	Sell	45,534 -11,984	-21%	-$331K	0.35%	95
2019 Q2	$1.59M	Buy	57,518 +1,309	+2%	+$35.5K	0.44%	92
2019 Q1	$1.45M	Buy	56,209 +105	+0.2%	+$2.71K	0.42%	91
2018 Q4	$1.34M	Buy	56,104 +2,874	+5%	+$74.7K	0.44%	89
2018 Q3	$1.47M	Sell	53,230 -331	-0.6%	-$9.26K	0.42%	96
2018 Q2	$1.42M	Buy	+53,561	New	+$1.48M	0.44%	96

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

Avitas Wealth Management's XLF Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.3% in Q4 2024, selling an estimated $125K and leaving 46,745 shares worth $2.26M. The position accounts for 0.31% of the portfolio, ranked #82.

Avitas Wealth Management first reported a position in XLF in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.46M in Q1 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Avitas Wealth Management held 46,745 shares of State Street Financial Select Sector SPDR ETF worth $2.26M as of Q4 2024.
Avitas Wealth Management sold 2,594 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $125K.
State Street Financial Select Sector SPDR ETF made up 0.31% of Avitas Wealth Management's portfolio in Q4 2024, its #82 holding.
Avitas Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 27 quarters since.
Avitas Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.46M in Q1 2024.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.