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

BKM 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
Q1 		– Sell
-785
Closed -$29.5K – 574
2023
Q4 		$29.5K Buy
+785
New +$27.2K 0.01% 321

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BKM Wealth Management's XLF Position: Q1 2024 in Review

BKM Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 785 shares — an estimated $29.5K sold.

BKM Wealth Management first reported a position in XLF in Q4 2023 and held it in 1 quarter. The position peaked at $29.5K in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • BKM Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 785 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $29.5K.
  • BKM Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $29.5K in Q4 2023.
  • 1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.