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GYL Financial Synergies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

GYL Financial Synergies’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 		$2.89M Sell
63,878
-919
-1% -$40.1K 0.22% 98
2024
Q2 		$2.66M Buy
64,797
+2,059
+3% +$84.7K 0.21% 102
2024
Q1 		$2.64M Sell
62,738
-480
-0.8% -$18.9K 0.21% 100
2023
Q4 		$2.38M Sell
63,218
-500
-0.8% -$17.3K 0.2% 106
2023
Q3 		$2.11M Buy
63,718
+111
+0.2% +$3.83K 0.21% 105
2023
Q2 		$2.14M Sell
63,607
-782
-1% -$25.5K 0.2% 105
2023
Q1 		$2.07M Buy
64,389
+47,620
+284% +$1.65M 0.25% 84
2022
Q4 		$573K Hold
16,769
– – 0.12% 111
2022
Q3 		$509K Sell
16,769
-299
-2% -$9.88K 0.14% 99
2022
Q2 		$537K Buy
17,068
+561
+3% +$19.4K 0.15% 95
2022
Q1 		$633K Sell
16,507
-1,322
-7% -$51.7K 0.15% 87
2021
Q4 		$696K Buy
17,829
+251
+1% +$9.87K 0.19% 93
2021
Q3 		$660K Buy
17,578
+767
+5% +$28.7K 0.34% 70
2021
Q2 		$617K Buy
16,811
+1,101
+7% +$40.3K 0.32% 75
2021
Q1 		$535K Buy
15,710
+1,425
+10% +$45.8K 0.29% 85
2020
Q4 		$421K Sell
14,285
-547
-4% -$14.6K 0.24% 99
2020
Q3 		$357K Sell
14,832
-14,615
-50% -$355K 0.23% 108
2020
Q2 		$681K Sell
29,447
-9,514
-24% -$216K 0.49% 46
2020
Q1 		$811K Buy
38,961
+6,228
+19% +$171K 0.52% 38
2019
Q4 		$1.01M Buy
32,733
+1,808
+6% +$53.1K 0.45% 43
2019
Q3 		$866K Buy
30,925
+62
+0.2% +$1.71K 0.43% 45
2019
Q2 		$852K Sell
30,863
-619
-2% -$16.8K 0.45% 43
2019
Q1 		$809K Sell
31,482
-262
-0.8% -$6.76K 0.45% 46
2018
Q4 		$756K Buy
+31,744
New +$825K 0.55% 40

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $521B AUM 51.41% 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 $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GYL Financial Synergies's XLF Position: Q3 2024 in Review

GYL Financial Synergies reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q3 2024, selling an estimated $40.1K and leaving 63,878 shares worth $2.89M. The position accounts for 0.22% of the portfolio, ranked #98.

GYL Financial Synergies first reported a position in XLF in Q4 2018 and has held it in 24 quarters since. 1,587 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • GYL Financial Synergies held 63,878 shares of State Street Financial Select Sector SPDR ETF worth $2.89M as of Q3 2024.
  • GYL Financial Synergies sold 919 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $40.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.22% of GYL Financial Synergies's portfolio in Q3 2024, its #98 holding.
  • GYL Financial Synergies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.