Executive Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Executive Wealth 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 Q4	$411K	Sell	8,494 -4,644	-35%	-$225K	0.03%	183
2024 Q3	$595K	Sell	13,138 -258	-2%	-$11.3K	0.05%	159
2024 Q2	$551K	Sell	13,396 -145	-1%	-$5.97K	0.1%	75
2024 Q1	$567K	Buy	13,541 +4,751	+54%	+$188K	0.05%	141
2023 Q4	$331K	Buy	8,790 +346	+4%	+$12K	0.03%	168
2023 Q3	$280K	Sell	8,444 -373	-4%	-$12.9K	0.03%	164
2023 Q2	$297K	Sell	8,817 -770	-8%	-$25.1K	0.03%	158
2023 Q1	$308K	Buy	9,587 +585	+6%	+$20.3K	0.03%	158
2022 Q4	$308K	Buy	9,002 +8,719	+3,081%	+$295K	0.04%	157
2022 Q3	$283	Sell	283 -8,979	-97%	-$297K	0.04%	150
2022 Q2	$291K	Buy	9,262 +98	+1%	+$3.39K	0.04%	148
2022 Q1	$351K	Buy	9,164 +1,262	+16%	+$49.3K	0.04%	155
2021 Q4	$308K	Sell	7,902 -8,971	-53%	-$353K	0.03%	161
2021 Q3	$633K	Sell	16,873 -917	-5%	-$34.3K	0.07%	126
2021 Q2	$652K	Buy	17,790 +8,613	+94%	+$315K	0.07%	127
2021 Q1	$312K	Buy	+9,177	New	+$295K	0.04%	151
2020 Q1	–	Sell	-16,684	Closed	-$513K	–	151
2019 Q4	$513K	Buy	+16,684	New	+$490K	0.07%	115
2019 Q3	–	Sell	-4,809	Closed	-$133K	–	823
2019 Q2	$133K	Buy	4,809 +566	+13%	+$15.3K	0.02%	194
2019 Q1	$109K	Hold	4,243	–	–	0.02%	191
2018 Q4	$101K	Buy	+4,243	New	+$110K	0.02%	200

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Executive Wealth Management's XLF Position: Q4 2024 in Review

Executive Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 35% in Q4 2024, selling an estimated $225K and leaving 8,494 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #183.

Executive Wealth Management first reported a position in XLF in Q4 2018 and has held it in 20 quarters since. The position peaked at $652K in Q2 2021. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Executive Wealth Management held 8,494 shares of State Street Financial Select Sector SPDR ETF worth $411K as of Q4 2024.
Executive Wealth Management sold 4,644 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $225K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #183 holding.
Executive Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
Executive Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $652K in Q2 2021.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.