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

Faithward 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
2024
Q4 		– Sell
-5,072
Closed -$230K – 303
2024
Q3 		$230K Sell
5,072
-1,000
-16% -$43.6K 0.04% 249
2024
Q2 		$250K Sell
6,072
-357
-6% -$14.7K 0.05% 225
2024
Q1 		$271K Buy
+6,429
New +$254K 0.05% 210
2023
Q2 		– Sell
-79
Closed -$2.53K – 322
2023
Q1 		$2.53K Sell
79
-81
-51% -$2.81K ﹤0.01% 300
2022
Q4 		$5.47K Sell
160
-471
-75% -$15.9K ﹤0.01% 238
2022
Q3 		$19K Sell
631
-2,285
-78% -$75.5K ﹤0.01% 188
2022
Q2 		$92K Hold
2,916
– – 0.02% 165
2022
Q1 		$112K Hold
2,916
– – 0.02% 173
2021
Q4 		$114K Buy
2,916
+360
+14% +$14.2K 0.02% 173
2021
Q3 		$96K Buy
2,556
+160
+7% +$5.99K 0.02% 189
2021
Q2 		$88K Buy
2,396
+111
+5% +$4.06K 0.02% 186
2021
Q1 		$78K Hold
2,285
– – 0.02% 177
2020
Q4 		$67K Hold
2,285
– – 0.03% 84
2020
Q3 		$55K Sell
2,285
-2,252
-50% -$54.8K 0.01% 158
2020
Q2 		$105K Sell
4,537
-2,330
-34% -$52.9K 0.03% 139
2020
Q1 		$143K Sell
6,867
-2,220
-24% -$61.1K 0.04% 158
2019
Q4 		$280K Hold
9,087
– – 0.07% 139
2019
Q3 		$254K Buy
+9,087
New +$251K 0.06% 94

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Faithward Advisors's XLF Position: Q4 2024 in Review

Faithward Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 5,072 shares — an estimated $230K sold.

Faithward Advisors first reported a position in XLF in Q3 2019 and held it in 18 quarters. The position peaked at $280K in Q4 2019. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Faithward Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Faithward Advisors sold 5,072 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $230K.
  • Faithward Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 18 quarters.
  • Faithward Advisors's State Street Financial Select Sector SPDR ETF position peaked at $280K in Q4 2019.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Faithward Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.