EGM
XLF icon

Engineers Gate Manager’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Engineers Gate Manager’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
-23,104
Closed -$869K – 2352
2023
Q4 		$869K Buy
+23,104
New +$800K 0.02% 869
2023
Q3 		– Sell
-6,772
Closed -$228K – 2122
2023
Q2 		$228K Buy
+6,772
New +$221K 0.01% 1426

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Engineers Gate Manager's XLF Position: Q1 2024 in Review

Engineers Gate Manager sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 23,104 shares — an estimated $869K sold.

Engineers Gate Manager first reported a position in XLF in Q2 2023 and held it in 2 quarters. The position peaked at $869K in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Engineers Gate Manager reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 23,104 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $869K.
  • Engineers Gate Manager first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
  • Engineers Gate Manager's State Street Financial Select Sector SPDR ETF position peaked at $869K in Q4 2023.
  • 1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Engineers Gate Manager's 13F filing for Q1 2024, filed 15 May 2024.