Estabrook Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Estabrook Capital 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 Q3	–	Sell	-100	Closed	-$4.11K	–	357
2024 Q2	$4.11K	Hold	100	–	–	﹤0.01%	309
2024 Q1	$4.21K	Hold	100	–	–	﹤0.01%	317
2023 Q4	$3.76K	Hold	100	–	–	﹤0.01%	323
2023 Q3	$3.32K	Hold	100	–	–	﹤0.01%	331
2023 Q2	$3.37K	Hold	100	–	–	﹤0.01%	342
2023 Q1	$3.21K	Hold	100	–	–	﹤0.01%	355
2022 Q4	$3.42K	Buy	+100	New	+$3.38K	﹤0.01%	358
2014 Q1	–	Sell	-58	Closed	-$1.11K	–	476
2013 Q4	$1.11K	Hold	58	–	–	﹤0.01%	442
2013 Q3	$1.01K	Buy	+58	New	+$1.03K	﹤0.01%	441

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Estabrook Capital Management's XLF Position: Q3 2024 in Review

Estabrook Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 100 shares — an estimated $4.11K sold.

Estabrook Capital Management first reported a position in XLF in Q3 2013 and held it in 9 quarters. The position peaked at $4.21K in Q1 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Estabrook Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Estabrook Capital Management sold 100 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $4.11K.
Estabrook Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and held it in 9 quarters.
Estabrook Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $4.21K in Q1 2024.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Estabrook Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.