First Trust Direct Indexing’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,814
Closed -$490K 950
2024
Q3
$490K Buy
10,814
+2,933
+37% +$128K 0.03% 556
2024
Q2
$324K Buy
7,881
+1,430
+22% +$58.9K 0.02% 640
2024
Q1
$272K Hold
6,451
0.02% 637
2023
Q4
$243K Buy
+6,451
New +$223K 0.02% 644

Other funds holding XLF

First Trust Direct Indexing's XLF Position: Q4 2024 in Review

First Trust Direct Indexing sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 10,814 shares — an estimated $490K sold.

First Trust Direct Indexing first reported a position in XLF in Q4 2023 and held it in 4 quarters. The position peaked at $490K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • First Trust Direct Indexing reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,814 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $490K.
  • First Trust Direct Indexing first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
  • First Trust Direct Indexing's State Street Financial Select Sector SPDR ETF position peaked at $490K in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.