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

Connectus Wealth’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
Q1 		$288K Sell
6,847
-5,949
-46% -$235K 0.01% 326
2023
Q4 		$481K Sell
12,796
-413
-3% -$14.3K 0.01% 407
2023
Q3 		$438K Buy
+13,209
New +$455K 0.01% 400

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Connectus Wealth's XLF Position: Q1 2024 in Review

Connectus Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 46% in Q1 2024, selling an estimated $235K and leaving 6,847 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #326.

Connectus Wealth first reported a position in XLF in Q3 2023 and has held it in 3 quarters since. The position peaked at $481K in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Connectus Wealth held 6,847 shares of State Street Financial Select Sector SPDR ETF worth $288K as of Q1 2024.
  • Connectus Wealth sold 5,949 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $235K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #326 holding.
  • Connectus Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's State Street Financial Select Sector SPDR ETF position peaked at $481K in Q4 2023.
  • 1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.