Eagle Ridge Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Eagle Ridge Investment Management’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	$310K	Hold	6,415	–	–	0.03%	119
2024 Q3	$291K	Hold	6,415	–	–	0.03%	126
2024 Q2	$264K	Sell	6,415 -182	-3%	-$7.49K	0.02%	124
2024 Q1	$278K	Hold	6,597	–	–	0.03%	130
2023 Q4	$248K	Hold	6,597	–	–	0.02%	133
2023 Q3	$219K	Hold	6,597	–	–	0.02%	138
2023 Q2	$222K	Hold	6,597	–	–	0.02%	144
2023 Q1	$212K	Hold	6,597	–	–	0.02%	153
2022 Q4	$226K	Hold	6,597	–	–	0.03%	143
2022 Q3	$200K	Hold	6,597	–	–	0.03%	146
2022 Q2	$207K	Hold	6,597	–	–	0.02%	146
2022 Q1	$253K	Hold	6,597	–	–	0.03%	146
2021 Q4	$258K	Hold	6,597	–	–	0.03%	138
2021 Q3	$248K	Hold	6,597	–	–	0.03%	134
2021 Q2	$242K	Hold	6,597	–	–	0.03%	130
2021 Q1	$225K	Buy	+6,597	New	+$212K	0.03%	131
2020 Q1	–	Sell	-6,597	Closed	-$203K	–	155
2019 Q4	$203K	Buy	+6,597	New	+$194K	0.03%	154

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

Eagle Ridge Investment Management's XLF Position: Q4 2024 in Review

Eagle Ridge Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2024 at 6,415 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #119.

Eagle Ridge Investment Management first reported a position in XLF in Q4 2019 and has held it in 17 quarters since. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Eagle Ridge Investment Management held 6,415 shares of State Street Financial Select Sector SPDR ETF worth $310K as of Q4 2024.
Eagle Ridge Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Financial Select Sector SPDR ETF made up 0.03% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #119 holding.
Eagle Ridge Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.