Curtis Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,558
Closed -$276K 98
2024
Q1
$276K Buy
6,558
+104
+2% +$4.11K 0.11% 79
2023
Q4
$243K Buy
+6,454
New +$223K 0.11% 84

Other funds holding XLF

Curtis Advisory Group's XLF Position: Q2 2024 in Review

Curtis Advisory Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 6,558 shares — an estimated $276K sold.

Curtis Advisory Group first reported a position in XLF in Q4 2023 and held it in 2 quarters. The position peaked at $276K in Q1 2024. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • Curtis Advisory Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Curtis Advisory Group sold 6,558 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $276K.
  • Curtis Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Curtis Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $276K 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 Curtis Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.