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

Halpern Financial’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 		$16.9K Buy
+375
New +$16.4K ﹤0.01% 138
2021
Q4 		– Sell
-150
Closed -$5.63K – 300
2021
Q3 		$5.63K Sell
150
-401
-73% -$15K ﹤0.01% 208
2021
Q2 		$20.2K Hold
551
– – 0.01% 100
2021
Q1 		$18.8K Buy
+551
New +$17.7K 0.01% 100
2020
Q2 		– Sell
-1,616
Closed -$33.7K – 193
2020
Q1 		$33.7K Hold
1,616
– – 0.03% 55
2019
Q4 		$49.8K Buy
+1,616
New +$47.4K 0.04% 58

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 $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Halpern Financial's XLF Position: Q3 2024 in Review

Halpern Financial opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024: 375 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Halpern Financial previously reported a position in XLF as recently as Q3 2021.

Halpern Financial first reported a position in XLF in Q4 2019 and has held it in 6 quarters since. The position peaked at $49.8K in Q4 2019. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Halpern Financial held 375 shares of State Street Financial Select Sector SPDR ETF worth $16.9K as of Q3 2024.
  • State Street Financial Select Sector SPDR ETF was a new Halpern Financial position in Q3 2024.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #138 holding.
  • Halpern Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 6 quarters since.
  • Halpern Financial's State Street Financial Select Sector SPDR ETF position peaked at $49.8K in Q4 2019.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.