Fernwood Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fernwood Investment 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 Q2	–	Sell	-1,510	Closed	-$63.6K	–	695
2024 Q1	$63.6K	Buy	+1,510	New	+$59.6K	0.02%	320
2019 Q4	–	Sell	-10,317	Closed	-$289K	–	194
2019 Q3	$289K	Buy	+10,317	New	+$285K	0.14%	138
2016 Q1	–	Sell	-10,282	Closed	-$215K	–	130
2015 Q4	$215K	Sell	10,282 -792	-7%	-$16.7K	0.18%	109
2015 Q3	$220K	Buy	+11,074	New	+$235K	0.19%	101
2014 Q2	–	Sell	-18,805	Closed	-$369K	–	120
2014 Q1	$369K	Sell	18,805 -19,032	-50%	-$363K	0.34%	73
2013 Q4	$726K	Buy	+37,837	New	+$696K	0.48%	56

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Fernwood Investment Management's XLF Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 1,510 shares — an estimated $63.6K sold.

Fernwood Investment Management first reported a position in XLF in Q4 2013 and held it in 6 quarters. The position peaked at $726K in Q4 2013. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Fernwood Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 1,510 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $63.6K.
Fernwood Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 6 quarters.
Fernwood Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $726K in Q4 2013.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.