Gyroscope Capital Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gyroscope Capital Management Group’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
2023 Q3	$4.16M	Sell	125,286 -31,098	-20%	-$1.07M	0.95%	33
2023 Q2	$5.27M	Buy	156,384 +10,510	+7%	+$343K	1.22%	28
2023 Q1	$4.69M	Buy	145,874 +33,358	+30%	+$1.16M	1.19%	31
2022 Q4	$3.85M	Buy	112,516 +29,824	+36%	+$1.01M	1.17%	32
2022 Q3	$2.51M	Sell	82,692 -7,682	-9%	-$254K	0.97%	32
2022 Q2	$2.84M	Buy	90,374 +1,556	+2%	+$53.8K	0.98%	34
2022 Q1	$3.4M	Sell	88,818 -1,732	-2%	-$67.7K	1.17%	29
2021 Q4	$3.54M	Buy	90,550 +2,981	+3%	+$117K	1.25%	27
2021 Q3	$3.29M	Buy	87,569 +6,573	+8%	+$246K	1.24%	26
2021 Q2	$2.97M	Buy	80,996 +13,219	+20%	+$484K	1.04%	29
2021 Q1	$2.31M	Sell	67,777 -6,470	-9%	-$208K	0.92%	29
2020 Q4	$2.19M	Sell	74,247 -1,745	-2%	-$46.7K	0.94%	29
2020 Q3	$1.83M	Buy	75,992 +4,034	+6%	+$98.1K	0.83%	28
2020 Q2	$1.67M	Sell	71,958 -1,473	-2%	-$33.4K	0.76%	31
2020 Q1	$1.53M	Buy	73,431 +6,599	+10%	+$182K	0.72%	30
2019 Q4	$2.06M	Sell	66,832 -3,200	-5%	-$93.9K	0.74%	29
2019 Q3	$1.89M	Sell	70,032 -660	-0.9%	-$18.2K	0.75%	28
2019 Q2	$1.99M	Sell	70,692 -513	-0.7%	-$13.9K	0.75%	30
2019 Q1	$1.92M	Buy	71,205 +13,390	+23%	+$346K	0.73%	30
2018 Q4	$1.38M	Sell	57,815 -4,495	-7%	-$117K	0.53%	46
2018 Q3	$1.75M	Sell	62,310 -8,005	-11%	-$224K	0.72%	30
2018 Q2	$1.87M	Buy	70,315 +6,085	+9%	+$168K	0.83%	30
2018 Q1	$1.77M	Sell	64,230 -3,084	-5%	-$88.8K	0.84%	31
2017 Q4	$1.88M	Buy	67,314 +8,913	+15%	+$240K	0.86%	33
2017 Q3	$1.51M	Buy	58,401 +7,643	+15%	+$191K	0.76%	33
2017 Q2	$1.25M	Buy	50,758 +22,505	+80%	+$534K	0.63%	38
2017 Q1	$670K	Buy	+28,253	New	+$677K	0.4%	44

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Gyroscope Capital Management Group's XLF Position: Q3 2023 in Review

Gyroscope Capital Management Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q3 2023, selling an estimated $1.07M and leaving 125,286 shares worth $4.16M. The position accounts for 0.95% of the portfolio, ranked #33.

Gyroscope Capital Management Group first reported a position in XLF in Q1 2017 and has held it in 27 quarters since. The position peaked at $5.27M in Q2 2023. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Gyroscope Capital Management Group held 125,286 shares of State Street Financial Select Sector SPDR ETF worth $4.16M as of Q3 2023.
Gyroscope Capital Management Group sold 31,098 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $1.07M.
State Street Financial Select Sector SPDR ETF made up 0.95% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #33 holding.
Gyroscope Capital Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 27 quarters since.
Gyroscope Capital Management Group's State Street Financial Select Sector SPDR ETF position peaked at $5.27M in Q2 2023.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.