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
2026 Q1	$1.18M	Buy	+23,800	New	+$1.24M	0.15%	156
2024 Q1	–	Sell	-48,600	Closed	-$1.83M	–	422
2023 Q4	$1.83M	Buy	48,600 +24,500	+102%	+$848K	0.26%	56
2023 Q3	$799K	Buy	+24,100	New	+$830K	0.17%	122
2022 Q1	–	Hold	0	–	-$189K	–	864
2021 Q4	–	Hold	0	–	–	–	479
2021 Q2	–	Hold	0	–	-$2.31M	–	704
2021 Q1	–	Hold	0	–	–	–	102
2020 Q4	–	Hold	0	–	–	–	24
2020 Q3	–	Hold	0	–	–	–	32
2020 Q2	–	Hold	0	–	–	–	153
2018 Q3	–	Hold	0	–	-$6K	–	1016
2018 Q2	–	Hold	0	–	–	–	649

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.