Farmers Trust Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Farmers Trust Company’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 Q1	–	Sell	-5,870	Closed	-$221K	–	182
2023 Q4	$221K	Buy	+5,870	New	+$203K	0.05%	159
2023 Q1	–	Sell	-6,177	Closed	-$211K	–	165
2022 Q4	$211K	Buy	+6,177	New	+$209K	0.05%	156
2022 Q2	–	Sell	-6,177	Closed	-$237K	–	164
2022 Q1	$237K	Hold	6,177	–	–	0.05%	149
2021 Q4	$241K	Hold	6,177	–	–	0.05%	147
2021 Q3	$236K	Hold	6,177	–	–	0.05%	149
2021 Q2	$227K	Hold	6,177	–	–	0.05%	149
2021 Q1	$210K	Buy	+6,177	New	+$198K	0.05%	159
2020 Q2	–	Sell	-101,492	Closed	-$2.11M	–	155
2020 Q1	$2.11M	Buy	+101,492	New	+$2.79M	0.71%	54

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Farmers Trust Company's XLF Position: Q1 2024 in Review

Farmers Trust Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 5,870 shares — an estimated $221K sold.

Farmers Trust Company first reported a position in XLF in Q1 2020 and held it in 8 quarters. The position peaked at $2.11M in Q1 2020. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Farmers Trust Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Farmers Trust Company sold 5,870 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $221K.
Farmers Trust Company first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 8 quarters.
Farmers Trust Company's State Street Financial Select Sector SPDR ETF position peaked at $2.11M in Q1 2020.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Farmers Trust Company's 13F filing for Q1 2024, filed 9 Apr 2024.