Fifth Lane Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fifth Lane Capital’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 Q3	–	Sell	-37,809	Closed	-$1.55M	–	104
2024 Q2	$1.55M	Buy	+37,809	New	+$1.56M	2.25%	7
2023 Q1	–	Sell	-20,450	Closed	-$699K	–	226
2022 Q4	$699K	Buy	+20,450	New	+$692K	0.63%	29
2022 Q3	–	Sell	-171	Closed	-$5K	–	253
2022 Q2	$5K	Buy	+171	New	+$5.91K	﹤0.01%	269
2022 Q1	–	Sell	-33,246	Closed	-$1.3M	–	346
2021 Q4	$1.3M	Buy	+33,246	New	+$1.31M	0.76%	33

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Fifth Lane Capital's XLF Position: Q3 2024 in Review

Fifth Lane Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 37,809 shares — an estimated $1.55M sold.

Fifth Lane Capital first reported a position in XLF in Q4 2021 and held it in 4 quarters. The position peaked at $1.55M in Q2 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Fifth Lane Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Fifth Lane Capital sold 37,809 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $1.55M.
Fifth Lane Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Fifth Lane Capital's State Street Financial Select Sector SPDR ETF position peaked at $1.55M in Q2 2024.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Fifth Lane Capital's 13F filing for Q3 2024, filed 12 Nov 2024.