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

FinTrust Capital 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 Q3	$189K	Sell	4,161 -1,200	-22%	-$52.4K	0.03%	320
2024 Q2	$220K	Hold	5,361	–	–	0.04%	282
2024 Q1	$226K	Buy	5,361 +96	+2%	+$3.79K	0.04%	273
2023 Q4	$198K	Hold	5,265	–	–	0.04%	274
2023 Q3	$175K	Buy	5,265 +200	+4%	+$6.89K	0.04%	274
2023 Q2	$173K	Hold	5,065	–	–	0.04%	277
2023 Q1	$173K	Hold	5,065	–	–	0.04%	273
2022 Q4	$173K	Buy	5,065 +1,500	+42%	+$50.7K	0.04%	274
2022 Q3	$115K	Hold	3,565	–	–	0.03%	344
2022 Q2	$117K	Hold	3,565	–	–	0.03%	363
2022 Q1	$137K	Sell	3,565 -750	-17%	-$29.3K	0.03%	356
2021 Q4	$169K	Buy	4,315 +750	+21%	+$29.5K	0.04%	311
2021 Q3	$134K	Hold	3,565	–	–	0.04%	348
2021 Q2	$131K	Buy	3,565 +49	+1%	+$1.79K	0.03%	364
2021 Q1	$120K	Hold	3,516	–	–	0.03%	372
2020 Q4	$104K	Hold	3,516	–	–	0.03%	379
2020 Q3	$85	Hold	3,516	–	–	0.02%	388
2020 Q2	$81K	Hold	3,516	–	–	0.03%	377
2020 Q1	$73K	Buy	+3,516	New	+$96.8K	0.04%	349

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

FinTrust Capital Advisors's XLF Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q3 2024, selling an estimated $52.4K and leaving 4,161 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #320.

FinTrust Capital Advisors first reported a position in XLF in Q1 2020 and has held it in 19 quarters since. The position peaked at $226K in Q1 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

FinTrust Capital Advisors held 4,161 shares of State Street Financial Select Sector SPDR ETF worth $189K as of Q3 2024.
FinTrust Capital Advisors sold 1,200 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $52.4K.
State Street Financial Select Sector SPDR ETF made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #320 holding.
FinTrust Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 19 quarters since.
FinTrust Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $226K in Q1 2024.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.