First National Bank of Mount Dora’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First National Bank of Mount Dora’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 Q4	–	Sell	-4,998	Closed	-$227K	–	140
2024 Q3	$227K	Hold	4,998	–	–	0.05%	129
2024 Q2	$205K	Sell	4,998 -318	-6%	-$13.1K	0.05%	130
2024 Q1	$224K	Buy	+5,316	New	+$210K	0.05%	124
2023 Q2	–	Sell	-7,113	Closed	-$229K	–	144
2023 Q1	$229K	Buy	+7,113	New	+$247K	0.07%	117
2022 Q2	–	Sell	-5,744	Closed	-$220K	–	139
2022 Q1	$220K	Hold	5,744	–	–	0.07%	117
2021 Q4	$225K	Sell	5,744 -900	-14%	-$35.4K	0.07%	115
2021 Q3	$249K	Hold	6,644	–	–	0.08%	104
2021 Q2	$243K	Buy	6,644 +65	+1%	+$2.38K	0.08%	102
2021 Q1	$224K	Sell	6,579 -1,250	-16%	-$40.2K	0.08%	103
2020 Q4	$231K	Buy	+7,829	New	+$209K	0.08%	96

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

First National Bank of Mount Dora's XLF Position: Q4 2024 in Review

First National Bank of Mount Dora sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 4,998 shares — an estimated $227K sold.

First National Bank of Mount Dora first reported a position in XLF in Q4 2020 and held it in 10 quarters. The position peaked at $249K in Q3 2021. 1,773 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

First National Bank of Mount Dora reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
First National Bank of Mount Dora sold 4,998 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $227K.
First National Bank of Mount Dora first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 10 quarters.
First National Bank of Mount Dora's State Street Financial Select Sector SPDR ETF position peaked at $249K in Q3 2021.
1,773 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on First National Bank of Mount Dora's 13F filing for Q4 2024, filed 15 Jan 2025.