Econ Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Econ Financial Services’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	–	Sell	-21,331	Closed	-$802K	–	102
2023 Q4	$802K	Sell	21,331 -39	-0.2%	-$1.35K	0.56%	48
2023 Q3	$709K	Sell	21,370 -23,834	-53%	-$821K	0.52%	50
2023 Q2	$1.52M	Buy	45,204 +2,290	+5%	+$74.7K	1.08%	39
2023 Q1	$1.38M	Sell	42,914 -31,737	-43%	-$1.1M	1.04%	42
2022 Q4	$2.55M	Sell	74,651 -579	-0.8%	-$19.6K	2.59%	11
2022 Q3	$2.28M	Buy	75,230 +12,485	+20%	+$413K	1.88%	19
2022 Q2	$1.97M	Buy	62,745 +29,990	+92%	+$1.04M	1.59%	28
2022 Q1	$1.25M	Buy	+32,755	New	+$1.28M	0.93%	38

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Econ Financial Services's XLF Position: Q1 2024 in Review

Econ Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 21,331 shares — an estimated $802K sold.

Econ Financial Services first reported a position in XLF in Q1 2022 and held it in 8 quarters. The position peaked at $2.55M in Q4 2022. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Econ Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Econ Financial Services sold 21,331 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $802K.
Econ Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Econ Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $2.55M in Q4 2022.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.