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

Highlander Capital 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 Q1	$167K	Buy	3,976 +3,460	+671%	+$137K	0.06%	223
2023 Q4	$19.4K	Hold	516	–	–	0.01%	591
2023 Q3	$17K	Hold	516	–	–	0.01%	561
2023 Q2	$17K	Hold	516	–	–	0.01%	469
2023 Q1	$17K	Sell	516 -2,292	-82%	-$79.6K	0.01%	448
2022 Q4	$96K	Hold	2,808	–	–	0.05%	226
2022 Q3	$85K	Sell	2,808 -1,250	-31%	-$41.3K	0.05%	222
2022 Q2	$128K	Buy	4,058 +1,250	+45%	+$43.2K	0.07%	184
2022 Q1	$108K	Buy	2,808 +2,292	+444%	+$89.6K	0.05%	209
2021 Q4	$20K	Hold	516	–	–	0.01%	409
2021 Q3	$19K	Hold	516	–	–	0.01%	410
2021 Q2	$19K	Hold	516	–	–	0.01%	421
2021 Q1	$18K	Hold	516	–	–	0.01%	430
2020 Q4	$15K	Hold	516	–	–	0.01%	444
2020 Q3	$12K	Hold	516	–	–	0.01%	465
2020 Q2	$12K	Hold	516	–	–	0.01%	464
2020 Q1	$11K	Sell	516 -200	-28%	-$5.51K	0.01%	473
2019 Q4	$22K	Hold	716	–	–	0.01%	414
2019 Q3	$20K	Hold	716	–	–	0.01%	433
2019 Q2	$20K	Hold	716	–	–	0.01%	464
2019 Q1	$18K	Hold	716	–	–	0.01%	481
2018 Q4	$17K	Buy	716 +400	+127%	+$10.4K	0.01%	472
2018 Q3	$9K	Hold	316	–	–	0.01%	605
2018 Q2	$8K	Hold	316	–	–	﹤0.01%	630
2018 Q1	$9K	Hold	316	–	–	0.01%	617
2017 Q4	$9K	Hold	316	–	–	0.01%	607
2017 Q3	$8K	Hold	316	–	–	0.01%	625
2017 Q2	$8K	Hold	316	–	–	0.01%	627
2017 Q1	$7K	Hold	316	–	–	0.01%	645
2016 Q4	$7K	Hold	316	–	–	0.01%	651
2016 Q3	$6K	Sell	316 -44	-12%	-$908	0.01%	676
2016 Q2	$7K	Hold	360	–	–	0.01%	662
2016 Q1	$7K	Hold	360	–	–	0.01%	665
2015 Q4	$8K	Hold	360	–	–	0.01%	684
2015 Q3	$7K	Hold	360	–	–	0.01%	700
2015 Q2	$8K	Hold	360	–	–	0.01%	693
2015 Q1	$8K	Hold	360	–	–	0.01%	696
2014 Q4	$8K	Hold	360	–	–	0.01%	708
2014 Q3	$7.32K	Hold	360	–	–	0.01%	717
2014 Q2	$7.19K	Hold	360	–	–	0.01%	705
2014 Q1	$7.06K	Buy	360 +132	+58%	+$2.52K	0.01%	716
2013 Q4	$4.37K	Hold	228	–	–	﹤0.01%	764
2013 Q3	$3.98K	Hold	228	–	–	﹤0.01%	769
2013 Q2	$3.89K	Buy	+228	New	+$3.82K	﹤0.01%	750

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Highlander Capital Management's XLF Position: Q1 2024 in Review

Highlander Capital Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 671% in Q1 2024, buying an estimated $137K and bringing the position to 3,976 shares worth $167K. The position accounts for 0.06% of the portfolio, ranked #223.

Highlander Capital Management first reported a position in XLF in Q2 2013 and has held it in 44 quarters since. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Highlander Capital Management held 3,976 shares of State Street Financial Select Sector SPDR ETF worth $167K as of Q1 2024.
Highlander Capital Management bought 3,460 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $137K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Highlander Capital Management's portfolio in Q1 2024, its #223 holding.
Highlander Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 44 quarters since.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.