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

Gilliland Jeter 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
-1,146
Closed -$52K – 646
2024
Q3 		$52K Buy
1,146
+3
+0.3% +$131 0.02% 300
2024
Q2 		$47K Buy
1,143
+134
+13% +$5.51K 0.02% 299
2024
Q1 		$42.5K Buy
+1,009
New +$39.8K 0.01% 301

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

Gilliland Jeter Wealth Management's XLF Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 1,146 shares — an estimated $52K sold.

Gilliland Jeter Wealth Management first reported a position in XLF in Q1 2024 and held it in 3 quarters. The position peaked at $52K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,146 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $52K.
  • Gilliland Jeter Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $52K 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 Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.