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

Cedar 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	–	Sell	-4,855	Closed	-$220K	–	264
2024 Q3	$220K	Buy	4,855 +250	+5%	+$10.9K	0.07%	99
2024 Q2	$189K	Sell	4,605 -1,050	-19%	-$43.2K	0.06%	107
2024 Q1	$238K	Hold	5,655	–	–	0.08%	103
2023 Q4	$213K	Sell	5,655 -3,397	-38%	-$118K	0.08%	105
2023 Q3	$300K	Sell	9,052 -762	-8%	-$26.3K	0.12%	80
2023 Q2	$331K	Sell	9,814 -1,200	-11%	-$39.2K	0.13%	77
2023 Q1	$354K	Buy	11,014 +1,400	+15%	+$48.7K	0.14%	70
2022 Q4	$329K	Sell	9,614 -150	-2%	-$5.07K	0.16%	70
2022 Q3	$296K	Hold	9,764	–	–	0.15%	84
2022 Q2	$307K	Sell	9,764 -900	-8%	-$31.1K	0.14%	87
2022 Q1	$409K	Buy	10,664 +900	+9%	+$35.2K	0.17%	84
2021 Q4	$381K	Buy	9,764 +8,753	+866%	+$344K	0.15%	95
2021 Q3	$38K	Hold	1,011	–	–	0.02%	172
2021 Q2	$37K	Buy	+1,011	New	+$37K	0.02%	181
2020 Q4	–	Sell	-271	Closed	-$7K	–	246
2020 Q3	$7K	Hold	271	–	–	﹤0.01%	198
2020 Q2	$6K	Hold	271	–	–	﹤0.01%	199
2020 Q1	$6K	Hold	271	–	–	﹤0.01%	206
2019 Q4	$8K	Hold	271	–	–	﹤0.01%	148
2019 Q3	$8K	Hold	271	–	–	0.01%	133
2019 Q2	$7K	Buy	+271	New	+$7.34K	﹤0.01%	156

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

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

Cedar Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 4,855 shares — an estimated $220K sold.

Cedar Wealth Management first reported a position in XLF in Q2 2019 and held it in 20 quarters. The position peaked at $409K in Q1 2022. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Cedar Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 4,855 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $220K.
Cedar Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and held it in 20 quarters.
Cedar Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $409K in Q1 2022.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.