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Gunn & Company Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-8,790
Closed -$361K – 144
2024
Q2 		$361K Buy
+8,790
New +$362K 0.02% 112
2024
Q1 		– Sell
-8,280
Closed -$311K – 132
2023
Q4 		$311K Buy
+8,280
New +$287K 0.02% 104

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 $424B AUM 22.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Gunn & Company Investment Management's XLF Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 8,790 shares — an estimated $361K sold.

Gunn & Company Investment Management first reported a position in XLF in Q4 2023 and held it in 2 quarters. The position peaked at $361K in Q2 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 8,790 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $361K.
  • Gunn & Company Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $361K in Q2 2024.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.