BW
XLF icon

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

Bison Wealth’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 		$369K Buy
7,640
+210
+3% +$10.2K 0.08% 191
2024
Q3 		$337K Buy
7,430
+329
+5% +$14.4K 0.05% 304
2024
Q2 		$299K Hold
7,101
– – 0.05% 338
2024
Q1 		$299K Sell
7,101
-906
-11% -$35.8K 0.05% 338
2023
Q4 		$301K Buy
8,007
+557
+7% +$19.3K 0.05% 316
2023
Q3 		$247K Buy
7,450
+668
+10% +$23K 0.05% 331
2023
Q2 		$229K Buy
+6,782
New +$221K 0.04% 336
2022
Q3 		– Sell
-4,072
Closed -$128K – 375
2022
Q2 		$128K Sell
4,072
-818
-17% -$28.3K 0.07% 196
2022
Q1 		$187K Sell
4,890
-897
-16% -$35.1K 0.1% 212
2021
Q4 		$226K Sell
5,787
-1,598
-22% -$62.8K 0.13% 161
2021
Q3 		$277K Sell
7,385
-96
-1% -$3.59K 0.13% 185
2021
Q2 		$274K Sell
7,481
-91
-1% -$3.33K 0.12% 197
2021
Q1 		$258K Buy
7,572
+1,239
+20% +$39.8K 0.11% 202
2020
Q4 		$187K Sell
6,333
-334
-5% -$8.94K 0.09% 226
2020
Q3 		$160K Sell
6,667
-1,232
-16% -$30K 0.09% 195
2020
Q2 		$183K Buy
7,899
+1,995
+34% +$45.3K 0.12% 190
2020
Q1 		$123K Sell
5,904
-204
-3% -$5.62K 0.09% 198
2019
Q4 		$188K Buy
+6,108
New +$179K 0.09% 236

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bison Wealth's XLF Position: Q4 2024 in Review

Bison Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.8% in Q4 2024, buying an estimated $10.2K and bringing the position to 7,640 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #191.

Bison Wealth first reported a position in XLF in Q4 2019 and has held it in 18 quarters since. 1,773 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Bison Wealth held 7,640 shares of State Street Financial Select Sector SPDR ETF worth $369K as of Q4 2024.
  • Bison Wealth bought 210 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $10.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.08% of Bison Wealth's portfolio in Q4 2024, its #191 holding.
  • Bison Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,773 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.