Core Wealth Advisors (Florida)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Core Wealth Advisors (Florida)’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	–	Sell	-300	Closed	-$12.6K	–	246
2024 Q1	$12.6K	Hold	300	–	–	﹤0.01%	171
2023 Q4	$11.3K	Hold	300	–	–	﹤0.01%	175
2023 Q3	$9.95K	Hold	300	–	–	﹤0.01%	159
2023 Q2	$10.1K	Hold	300	–	–	﹤0.01%	152
2023 Q1	$9.64K	Hold	300	–	–	﹤0.01%	157
2022 Q4	$10.3K	Hold	300	–	–	﹤0.01%	157
2022 Q3	$9K	Hold	300	–	–	0.01%	150
2022 Q2	$9K	Buy	+300	New	+$10.4K	0.01%	148

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

Core Wealth Advisors (Florida)'s XLF Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 300 shares — an estimated $12.6K sold.

Core Wealth Advisors (Florida) first reported a position in XLF in Q2 2022 and held it in 8 quarters. The position peaked at $12.6K in Q1 2024. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 300 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $12.6K.
Core Wealth Advisors (Florida) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s State Street Financial Select Sector SPDR ETF position peaked at $12.6K in Q1 2024.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.