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Edge Capital Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Edge Capital Group’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 		$420K Buy
8,697
+315
+4% +$15.2K 0.02% 224
2024
Q3 		$380K Sell
8,382
-225
-3% -$9.82K 0.02% 239
2024
Q2 		$354K Sell
8,607
-1,170
-12% -$48.2K 0.02% 240
2024
Q1 		$412K Hold
9,777
– – 0.02% 227
2023
Q4 		$368K Sell
9,777
-245
-2% -$8.48K 0.02% 229
2023
Q3 		$332K Sell
10,022
-355
-3% -$12.2K 0.02% 227
2023
Q2 		$350K Hold
10,377
– – 0.02% 246
2023
Q1 		$334K Sell
10,377
-2,642
-20% -$91.8K 0.02% 248
2022
Q4 		$445K Hold
13,019
– – 0.03% 201
2022
Q3 		$395K Buy
13,019
+355
+3% +$11.7K 0.03% 201
2022
Q2 		$398K Sell
12,664
-1,570
-11% -$54.3K 0.03% 211
2022
Q1 		$545K Hold
14,234
– – 0.04% 190
2021
Q4 		$556K Sell
14,234
-31
-0.2% -$1.22K 0.04% 189
2021
Q3 		$535K Buy
14,265
+414
+3% +$15.5K 0.04% 179
2021
Q2 		$508K Buy
13,851
+595
+4% +$21.8K 0.04% 183
2021
Q1 		$451K Sell
13,256
-87
-0.7% -$2.79K 0.04% 189
2020
Q4 		$393K Hold
13,343
– – 0.03% 188
2020
Q3 		$321K Sell
13,343
-40
-0.3% -$973 0.03% 188
2020
Q2 		$310K Buy
13,383
+719
+6% +$16.3K 0.03% 183
2020
Q1 		$264K Sell
12,664
-1,157
-8% -$31.9K 0.03% 182
2019
Q4 		$425K Buy
13,821
+1,157
+9% +$34K 0.04% 179
2019
Q3 		$355K Hold
12,664
– – 0.04% 189
2019
Q2 		$350K Sell
12,664
-2,610
-17% -$70.7K 0.03% 204
2019
Q1 		$393K Sell
15,274
-16,887
-53% -$436K 0.04% 191
2018
Q4 		$766K Buy
+32,161
New +$835K 0.08% 128

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Capital Group's XLF Position: Q4 2024 in Review

Edge Capital Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.8% in Q4 2024, buying an estimated $15.2K and bringing the position to 8,697 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #224.

Edge Capital Group first reported a position in XLF in Q4 2018 and has held it in 25 quarters since. The position peaked at $766K in Q4 2018. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Edge Capital Group held 8,697 shares of State Street Financial Select Sector SPDR ETF worth $420K as of Q4 2024.
  • Edge Capital Group bought 315 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $15.2K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #224 holding.
  • Edge Capital Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's State Street Financial Select Sector SPDR ETF position peaked at $766K in Q4 2018.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.