Callan Family Office’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,646
Closed -$280K 157
2024
Q1
$280K Sell
6,646
-3,000
-31% -$118K 0.07% 80
2023
Q4
$363K Buy
9,646
+3,000
+45% +$104K 0.09% 70
2023
Q3
$220K Sell
6,646
-7,950
-54% -$274K 0.06% 78
2023
Q2
$492K Buy
14,596
+1,500
+11% +$49K 0.13% 62
2023
Q1
$421K Buy
13,096
+6,450
+97% +$224K 0.1% 104
2022
Q4
$227K Buy
+6,646
New +$225K 0.07% 92

Other funds holding XLF

Callan Family Office's XLF Position: Q2 2024 in Review

Callan Family Office sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 6,646 shares — an estimated $280K sold.

Callan Family Office first reported a position in XLF in Q4 2022 and held it in 6 quarters. The position peaked at $492K in Q2 2023. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • Callan Family Office reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Callan Family Office sold 6,646 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $280K.
  • Callan Family Office first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
  • Callan Family Office's State Street Financial Select Sector SPDR ETF position peaked at $492K in Q2 2023.
  • 1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Callan Family Office's 13F filing for Q2 2024, filed 26 Jul 2024.