EA
XLF icon

Eudaimonia Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Eudaimonia Advisors’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
2022
Q4 		– Hold
0
– -$1.73M – 159
2022
Q3 		– Hold
0
– – – 21

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

Eudaimonia Advisors's XLF Position: Q1 2024 in Review

Eudaimonia Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q1 2024, selling an estimated $385K and leaving 46,986 shares worth $1.98M. The position accounts for 1.05% of the portfolio, ranked #24.

Eudaimonia Advisors first reported a position in XLF in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.25M in Q1 2022. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Eudaimonia Advisors held 46,986 shares of State Street Financial Select Sector SPDR ETF worth $1.98M as of Q1 2024.
  • Eudaimonia Advisors sold 9,747 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $385K.
  • State Street Financial Select Sector SPDR ETF made up 1.05% of Eudaimonia Advisors's portfolio in Q1 2024, its #24 holding.
  • Eudaimonia Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
  • Eudaimonia Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.25M in Q1 2022.
  • 1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.