Cowen and Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cowen and Company’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	-38,000	Closed	-$1.72M	–	316
2024 Q3	$1.72M	Buy	+38,000	New	+$1.66M	0.06%	127
2022 Q2	–	Sell	-3,440	Closed	-$132K	–	764
2022 Q1	$132K	Buy	+3,440	New	+$134K	0.01%	258
2021 Q3	–	Sell	-5,280	Closed	-$194K	–	714
2021 Q2	$194K	Buy	+5,280	New	+$193K	0.01%	285
2021 Q1	–	Sell	-5,269	Closed	-$155K	–	641
2020 Q4	$155K	Buy	+5,269	New	+$141K	0.01%	192

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Cowen and Company's XLF Position: Q4 2024 in Review

Cowen and Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 38,000 shares — an estimated $1.72M sold.

Cowen and Company first reported a position in XLF in Q4 2020 and held it in 4 quarters. The position peaked at $1.72M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Cowen and Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Cowen and Company sold 38,000 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $1.72M.
Cowen and Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
Cowen and Company's State Street Financial Select Sector SPDR ETF position peaked at $1.72M in Q3 2024.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.