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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
2020
Q1 		– Sell
-10,000
Closed -$308K – 722
2019
Q4 		$308K Buy
+10,000
New +$293K 0.22% 93

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.