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

Birchcreek 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	–	Sell	-27,752	Closed	-$1.14M	–	154
2024 Q2	$1.14M	Sell	27,752 -17,348	-38%	-$714K	0.64%	35
2024 Q1	$1.9M	Buy	45,100 +128	+0.3%	+$5.05K	1%	21
2023 Q4	$1.69M	Buy	44,972 +3,628	+9%	+$126K	1.01%	24
2023 Q3	$1.37M	Buy	41,344 +16,148	+64%	+$556K	0.93%	27
2023 Q2	$849K	Buy	25,196 +15,470	+159%	+$505K	0.59%	48
2023 Q1	$313K	Buy	+9,726	New	+$338K	0.25%	98
2021 Q1	–	Sell	-1,325	Closed	-$39K	–	306
2020 Q4	$39K	Buy	+1,325	New	+$35.4K	0.04%	246

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

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

Birchcreek Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 27,752 shares — an estimated $1.14M sold.

Birchcreek Wealth Management first reported a position in XLF in Q4 2020 and held it in 7 quarters. The position peaked at $1.9M in Q1 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Birchcreek Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 27,752 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $1.14M.
Birchcreek Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Birchcreek Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.9M in Q1 2024.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.