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

Fairhaven 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	$258K	Buy	5,346 +559	+12%	+$27K	0.08%	94
2024 Q3	$217K	Buy	+4,787	New	+$209K	0.07%	111
2024 Q2	–	Sell	-4,783	Closed	-$201K	–	128
2024 Q1	$201K	Buy	+4,783	New	+$189K	0.07%	115
2022 Q2	–	Sell	-5,625	Closed	-$216K	–	131
2022 Q1	$216K	Buy	5,625 +206	+4%	+$8.05K	0.09%	110
2021 Q4	$212K	Buy	5,419 +5	+0.1%	+$197	0.08%	105
2021 Q3	$203K	Buy	+5,414	New	+$203K	0.08%	107

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 $1.88B AUM 29.07% 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

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

Fairhaven Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q4 2024, buying an estimated $27K and bringing the position to 5,346 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #94.

Fairhaven Wealth Management first reported a position in XLF in Q3 2021 and has held it in 6 quarters since. 1,773 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Fairhaven Wealth Management held 5,346 shares of State Street Financial Select Sector SPDR ETF worth $258K as of Q4 2024.
Fairhaven Wealth Management bought 559 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $27K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Fairhaven Wealth Management's portfolio in Q4 2024, its #94 holding.
Fairhaven Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 6 quarters since.
1,773 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.