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

Buckingham Strategic 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
2022
Q2 		– Sell
-200
Closed -$1K – 656
2022
Q1 		$1K Buy
+200
New +$7.82K ﹤0.01% 599

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth's XLF Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q2 2024, buying an estimated $187K and bringing the position to 22,412 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #343.

Buckingham Strategic Wealth first reported a position in XLF in Q1 2018 and has held it in 26 quarters since. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • Buckingham Strategic Wealth held 22,412 shares of State Street Financial Select Sector SPDR ETF worth $921K as of Q2 2024.
  • Buckingham Strategic Wealth bought 4,553 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $187K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #343 holding.
  • Buckingham Strategic Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 26 quarters since.
  • 1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.