Charles D. Hyman’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Charles D. Hyman’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 Q2	$671K	Buy	16,322 +1,040	+7%	+$42.8K	0.04%	147
2024 Q1	$644K	Hold	15,282	–	–	0.04%	150
2023 Q4	$575K	Hold	15,282	–	–	0.03%	156
2023 Q3	$507K	Hold	15,282	–	–	0.03%	157
2023 Q2	$515K	Hold	15,282	–	–	0.03%	159
2023 Q1	$491K	Buy	15,282 +5,000	+49%	+$174K	0.03%	161
2022 Q4	$352K	Sell	10,282 -240	-2%	-$8.12K	0.02%	181
2022 Q3	$319K	Hold	10,522	–	–	0.02%	179
2022 Q2	$331K	Hold	10,522	–	–	0.02%	184
2022 Q1	$403K	Hold	10,522	–	–	0.03%	176
2021 Q4	$411K	Hold	10,522	–	–	0.03%	180
2021 Q3	$395K	Hold	10,522	–	–	0.03%	174
2021 Q2	$386K	Hold	10,522	–	–	0.03%	177
2021 Q1	$358K	Hold	10,522	–	–	0.03%	179
2020 Q4	$310K	Hold	10,522	–	–	0.02%	190
2020 Q3	$253K	Hold	10,522	–	–	0.02%	198
2020 Q2	$243K	Hold	10,522	–	–	0.02%	194
2020 Q1	$219K	Sell	10,522 -1,905	-15%	-$52.4K	0.03%	171
2019 Q4	$383K	Buy	+12,427	New	+$365K	0.04%	147

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Charles D. Hyman's XLF Position: Q2 2024 in Review

Charles D. Hyman increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.8% in Q2 2024, buying an estimated $42.8K and bringing the position to 16,322 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #147.

Charles D. Hyman first reported a position in XLF in Q4 2019 and has held it in 19 quarters since. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Charles D. Hyman held 16,322 shares of State Street Financial Select Sector SPDR ETF worth $671K as of Q2 2024.
Charles D. Hyman bought 1,040 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $42.8K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Charles D. Hyman's portfolio in Q2 2024, its #147 holding.
Charles D. Hyman first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.