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

Financial Synergies Wealth 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 Q2	–	Sell	-672	Closed	-$28.3K	–	487
2024 Q1	$28.3K	Buy	672 +15	+2%	+$592	﹤0.01%	165
2023 Q4	$22.5K	Sell	657 -9	-1%	-$312	﹤0.01%	132
2023 Q3	$22.1K	Buy	666 +3	+0.5%	+$103	﹤0.01%	164
2023 Q2	$22.3K	Buy	663 +3	+0.5%	+$98	﹤0.01%	155
2023 Q1	$21.2K	Buy	660 +3	+0.5%	+$104	﹤0.01%	170
2022 Q4	$22.5K	Buy	657 +5	+0.8%	+$169	﹤0.01%	132
2022 Q3	$19.8K	Buy	652 +3	+0.5%	+$99	﹤0.01%	126
2022 Q2	$20.4K	Buy	+649	New	+$22.4K	﹤0.01%	135

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

Financial Synergies Wealth Advisors's XLF Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 672 shares — an estimated $28.3K sold.

Financial Synergies Wealth Advisors first reported a position in XLF in Q2 2022 and held it in 8 quarters. The position peaked at $28.3K in Q1 2024. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 672 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $28.3K.
Financial Synergies Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $28.3K in Q1 2024.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.