First Personal Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Personal Financial Services’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	$65.4K	Hold	1,444	–	–	0.01%	183
2024 Q2	$59.4K	Sell	1,444 -250	-15%	-$10.3K	0.01%	184
2024 Q1	$71.4K	Sell	1,694 -98	-5%	-$3.87K	0.02%	173
2023 Q4	$67.4K	Hold	1,792	–	–	0.02%	185
2023 Q3	$59.4K	Sell	1,792 -500	-22%	-$17.2K	0.02%	188
2023 Q2	$77.3K	Hold	2,292	–	–	0.02%	175
2023 Q1	$73.7K	Hold	2,292	–	–	0.02%	176
2022 Q4	$78.4K	Hold	2,292	–	–	0.02%	171
2022 Q3	$70K	Buy	2,292 +292	+15%	+$9.65K	0.02%	168
2022 Q2	$63K	Hold	2,000	–	–	0.02%	163
2022 Q1	$77K	Hold	2,000	–	–	0.02%	165
2021 Q4	$78K	Hold	2,000	–	–	0.02%	164
2021 Q3	$75K	Hold	2,000	–	–	0.02%	163
2021 Q2	$73K	Buy	+2,000	New	+$73.2K	0.02%	169
2019 Q2	–	Sell	-349	Closed	-$9K	–	809
2019 Q1	$9K	Buy	+349	New	+$9.01K	﹤0.01%	515
2018 Q2	–	Sell	-4,460	Closed	-$123K	–	945
2018 Q1	$123K	Hold	4,460	–	–	0.03%	268
2017 Q4	$124K	Hold	4,460	–	–	0.02%	306
2017 Q3	$115K	Hold	4,460	–	–	0.02%	297
2017 Q2	$110K	Hold	4,460	–	–	0.02%	300
2017 Q1	$106K	Hold	4,460	–	–	0.03%	281
2016 Q4	$104K	Hold	4,460	–	–	0.03%	273
2016 Q3	$86K	Sell	4,460 -621	-12%	-$12.8K	0.03%	216
2016 Q2	$102K	Buy	+5,081	New	+$103K	0.03%	197
2016 Q1	–	Sell	-832	Closed	-$17K	–	408
2015 Q4	$17K	Buy	832 +336	+68%	+$7.08K	0.01%	255
2015 Q3	$10K	Hold	496	–	–	0.01%	286
2015 Q2	$11K	Hold	496	–	–	0.01%	277
2015 Q1	$11K	Hold	496	–	–	0.01%	272
2014 Q4	$10K	Buy	+496	New	+$10.4K	0.01%	258

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

First Personal Financial Services's XLF Position: Q3 2024 in Review

First Personal Financial Services held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2024 at 1,444 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #183.

First Personal Financial Services first reported a position in XLF in Q4 2014 and has held it in 28 quarters since. The position peaked at $124K in Q4 2017. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

First Personal Financial Services held 1,444 shares of State Street Financial Select Sector SPDR ETF worth $65.4K as of Q3 2024.
First Personal Financial Services left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Financial Select Sector SPDR ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #183 holding.
First Personal Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 28 quarters since.
First Personal Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $124K in Q4 2017.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.