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

Campbell 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
Q4 		$36.6M Buy
756,328
+8,313
+1% +$402K 3.29% 8
2024
Q3 		$33.9M Buy
748,015
+9,992
+1% +$436K 3.02% 9
2024
Q2 		$30.3M Buy
738,023
+23,449
+3% +$965K 9.8% 4
2024
Q1 		$30.1M Buy
714,574
+33,600
+5% +$1.33M 2.99% 9
2023
Q4 		$25.6M Buy
680,974
+8,516
+1% +$295K 3.04% 9
2023
Q3 		$22.3M Sell
672,458
-12,792
-2% -$441K 2.72% 10
2023
Q2 		$23.1M Buy
685,250
+29,032
+4% +$948K 2.97% 9
2023
Q1 		$21.1M Buy
656,218
+16,854
+3% +$586K 2.64% 11
2022
Q4 		$21.9M Buy
639,364
+1,151
+0.2% +$38.9K 3.04% 10
2022
Q3 		$19.4M Buy
638,213
+12,590
+2% +$416K 2.8% 10
2022
Q2 		$19.7M Buy
625,623
+13,463
+2% +$465K 2.76% 11
2022
Q1 		$23.5M Sell
612,160
-1,935
-0.3% -$75.6K 2.85% 12
2021
Q4 		$24M Buy
614,095
+22,275
+4% +$876K 2.74% 12
2021
Q3 		$22.2M Buy
591,820
+15,058
+3% +$563K 2.97% 11
2021
Q2 		$21.2M Buy
576,762
+38,213
+7% +$1.4M 2.86% 11
2021
Q1 		$18.3M Buy
538,549
+10,614
+2% +$341K 2.52% 10
2020
Q4 		$15.6M Buy
527,935
+10,176
+2% +$272K 2.27% 11
2020
Q3 		$12.5M Buy
517,759
+13,167
+3% +$320K 2.04% 11
2020
Q2 		$11.7M Buy
504,592
+18,404
+4% +$418K 2.03% 10
2020
Q1 		$10.1M Buy
486,188
+27,476
+6% +$756K 2.21% 10
2019
Q4 		$14.1M Buy
458,712
+20,851
+5% +$612K 2.84% 10
2019
Q3 		$12.3M Buy
437,861
+30,631
+8% +$846K 2.72% 11
2019
Q2 		$11.2M Buy
407,230
+35,323
+9% +$957K 2.7% 11
2019
Q1 		$9.56M Buy
371,907
+25,270
+7% +$652K 2.54% 11
2018
Q4 		$8.26M Buy
+346,637
New +$9M 2.55% 10

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 $1.6B AUM 20.7% 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

Campbell Wealth Management's XLF Position: Q4 2024 in Review

Campbell Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.1% in Q4 2024, buying an estimated $402K and bringing the position to 756,328 shares worth $36.6M. The position accounts for 3.29% of the portfolio, ranked #8.

Campbell Wealth Management first reported a position in XLF in Q4 2018 and has held it in 25 quarters since. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Campbell Wealth Management held 756,328 shares of State Street Financial Select Sector SPDR ETF worth $36.6M as of Q4 2024.
  • Campbell Wealth Management bought 8,313 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $402K.
  • State Street Financial Select Sector SPDR ETF made up 3.29% of Campbell Wealth Management's portfolio in Q4 2024, its #8 holding.
  • Campbell Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.