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First Trust Investment Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Trust Investment Solutions’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 		$5.92M Sell
130,547
-23,346
-15% -$1.02M 0.67% 41
2024
Q2 		$6.33M Sell
153,893
-6,205
-4% -$255K 0.89% 36
2024
Q1 		$6.74M Buy
160,098
+33,838
+27% +$1.34M 1.19% 29
2023
Q4 		$4.75M Buy
+126,260
New +$4.37M 0.99% 31

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Investment Solutions's XLF Position: Q3 2024 in Review

First Trust Investment Solutions reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q3 2024, selling an estimated $1.02M and leaving 130,547 shares worth $5.92M. The position accounts for 0.67% of the portfolio, ranked #41.

First Trust Investment Solutions first reported a position in XLF in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.74M in Q1 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • First Trust Investment Solutions held 130,547 shares of State Street Financial Select Sector SPDR ETF worth $5.92M as of Q3 2024.
  • First Trust Investment Solutions sold 23,346 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $1.02M.
  • State Street Financial Select Sector SPDR ETF made up 0.67% of First Trust Investment Solutions's portfolio in Q3 2024, its #41 holding.
  • First Trust Investment Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's State Street Financial Select Sector SPDR ETF position peaked at $6.74M 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 First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.