CenterStar Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CenterStar Asset 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	-17,578	Closed	-$797K	–	411
2024 Q3	$797K	Buy	+17,578	New	+$767K	0.16%	117
2024 Q2	–	Sell	-32,303	Closed	-$1.36M	–	376
2024 Q1	$1.36M	Buy	32,303 +8,817	+38%	+$348K	0.42%	49
2023 Q4	$884K	Buy	+23,486	New	+$813K	0.13%	122
2023 Q3	–	Sell	-35,589	Closed	-$1.23M	–	485
2023 Q2	$1.2M	Buy	+35,589	New	+$1.16M	0.13%	98
2022 Q4	–	Hold	0	–	–	–	251
2022 Q2	–	Hold	0	–	–	–	250
2022 Q1	–	Hold	0	–	–	–	74
2021 Q2	–	Hold	0	–	–	–	431
2021 Q1	–	Hold	0	–	–	–	295
2020 Q4	–	Hold	0	–	–	–	161
2020 Q3	–	Hold	0	–	–	–	267
2020 Q2	–	Hold	0	–	–	–	332
2019 Q4	–	Hold	0	–	–	–	58
2019 Q3	–	Hold	0	–	–	–	21
2018 Q4	–	Hold	0	–	–	–	388
2018 Q2	–	Hold	0	–	–	–	395
2017 Q4	–	Hold	0	–	–	–	93

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CenterStar Asset Management's XLF Position: Q4 2024 in Review

CenterStar Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 17,578 shares — an estimated $797K sold.

CenterStar Asset Management first reported a position in XLF in Q2 2023 and held it in 4 quarters. The position peaked at $1.36M in Q1 2024. 1,773 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

CenterStar Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
CenterStar Asset Management sold 17,578 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $797K.
CenterStar Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and held it in 4 quarters.
CenterStar Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.36M in Q1 2024.
1,773 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on CenterStar Asset Management's 13F filing for Q4 2024, filed 27 Jan 2025.