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Hartline Investment Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hartline Investment Corp’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
Q2 		– Sell
-47,317
Closed -$1.99M – 441
2024
Q1 		$1.99M Buy
+47,317
New +$1.87M 0.35% 65
2022
Q4 		– Sell
-7,833
Closed -$238K – 221
2022
Q3 		$238K Buy
+7,833
New +$259K 0.2% 118

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hartline Investment Corp's XLF Position: Q2 2024 in Review

Hartline Investment Corp sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 47,317 shares — an estimated $1.99M sold.

Hartline Investment Corp first reported a position in XLF in Q3 2022 and held it in 2 quarters. The position peaked at $1.99M in Q1 2024. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • Hartline Investment Corp reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 47,317 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $1.99M.
  • Hartline Investment Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • Hartline Investment Corp's State Street Financial Select Sector SPDR ETF position peaked at $1.99M in Q1 2024.
  • 1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.