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Carmichael Hill & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Carmichael Hill & Associates’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
Q3 		$695K Buy
15,325
+1,840
+14% +$80.3K 0.25% 78
2024
Q2 		$554K Buy
13,485
+1,274
+10% +$52.4K 0.22% 81
2024
Q1 		$514K Buy
12,211
+946
+8% +$37.3K 0.2% 90
2023
Q4 		$424K Buy
11,265
+536
+5% +$18.6K 0.18% 102
2023
Q3 		$356K Buy
10,729
+42
+0.4% +$1.45K 0.16% 106
2023
Q2 		$360K Sell
10,687
-593
-5% -$19.4K 0.16% 107
2023
Q1 		$363K Sell
11,280
-827
-7% -$28.7K 0.18% 105
2022
Q4 		$414K Buy
12,107
+66
+0.5% +$2.23K 0.21% 92
2022
Q3 		$366K Buy
12,041
+37
+0.3% +$1.22K 0.2% 101
2022
Q2 		$378K Sell
12,004
-223
-2% -$7.71K 0.2% 103
2022
Q1 		$469K Buy
12,227
+36
+0.3% +$1.41K 0.22% 94
2021
Q4 		$476K Buy
12,191
+21
+0.2% +$825 0.21% 101
2021
Q3 		$457K Sell
12,170
-2,143
-15% -$80.2K 0.23% 93
2021
Q2 		$525K Buy
14,313
+185
+1% +$6.77K 0.27% 79
2021
Q1 		$481K Hold
14,128
– – 0.26% 81
2020
Q4 		$416K Sell
14,128
-166
-1% -$4.44K 0.25% 87
2020
Q3 		$344K Buy
14,294
+4,071
+40% +$99K 0.23% 88
2020
Q2 		$237K Buy
10,223
+2,032
+25% +$46.1K 0.17% 113
2020
Q1 		$171K Buy
8,191
+4,192
+105% +$115K 0.15% 121
2019
Q4 		$123K Buy
+3,999
New +$117K 0.09% 177
2018
Q2 		– Sell
-8,110
Closed -$224K – 119
2018
Q1 		$224K Buy
+8,110
New +$234K 0.24% 103

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carmichael Hill & Associates's XLF Position: Q3 2024 in Review

Carmichael Hill & Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q3 2024, buying an estimated $80.3K and bringing the position to 15,325 shares worth $695K. The position accounts for 0.25% of the portfolio, ranked #78.

Carmichael Hill & Associates first reported a position in XLF in Q1 2018 and has held it in 21 quarters since. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Carmichael Hill & Associates held 15,325 shares of State Street Financial Select Sector SPDR ETF worth $695K as of Q3 2024.
  • Carmichael Hill & Associates bought 1,840 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $80.3K.
  • State Street Financial Select Sector SPDR ETF made up 0.25% of Carmichael Hill & Associates's portfolio in Q3 2024, its #78 holding.
  • Carmichael Hill & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 21 quarters since.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.