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

Cassady Schiller 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	$196K	Buy	4,059 +33	+0.8%	+$1.6K	0.07%	120
2024 Q3	$182K	Buy	4,026 +11	+0.3%	+$480	0.07%	125
2024 Q2	$165K	Buy	4,015 +3,012	+300%	+$124K	0.07%	125
2024 Q1	$42.2K	Buy	1,003 +12	+1%	+$474	0.02%	223
2023 Q4	$37.3K	Hold	991	–	–	0.02%	222
2023 Q3	$32.9K	Sell	991 -5	-0.5%	-$172	0.02%	227
2023 Q2	$33.6K	Sell	996 -557	-36%	-$18.2K	0.02%	233
2023 Q1	$49.9K	Buy	1,553 +5	+0.3%	+$174	0.02%	199
2022 Q4	$53K	Buy	+1,548	New	+$52.4K	0.03%	189
2022 Q1	–	Sell	-5,602	Closed	-$219K	–	620
2021 Q4	$219K	Buy	+5,602	New	+$220K	0.13%	100

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassady Schiller Wealth Management's XLF Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.82% in Q4 2024, buying an estimated $1.6K and bringing the position to 4,059 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #120.

Cassady Schiller Wealth Management first reported a position in XLF in Q4 2021 and has held it in 10 quarters since. The position peaked at $219K in Q4 2021. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Cassady Schiller Wealth Management held 4,059 shares of State Street Financial Select Sector SPDR ETF worth $196K as of Q4 2024.
Cassady Schiller Wealth Management bought 33 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $1.6K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #120 holding.
Cassady Schiller Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $219K in Q4 2021.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.