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Fonville Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fonville Wealth Management’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
-5,810
Closed -$263K – 115
2024
Q3 		$263K Buy
+5,810
New +$254K 0.09% 98

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fonville Wealth Management's XLF Position: Q4 2024 in Review

Fonville Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 5,810 shares — an estimated $263K sold.

Fonville Wealth Management first reported a position in XLF in Q3 2024 and held it in 1 quarter. The position peaked at $263K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Fonville Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Fonville Wealth Management sold 5,810 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $263K.
  • Fonville Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Fonville Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $263K 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 Fonville Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.