Householder Group Estate & Retirement Specialist’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$40K	Sell	838 -6,159	-88%	-$298K	0.03%	231
2024 Q3	$317K	Sell	6,997 -2,168	-24%	-$94.6K	0.09%	185
2024 Q2	$376K	Sell	9,165 -4,087	-31%	-$168K	0.11%	162
2024 Q1	$558K	Buy	13,252 +809	+7%	+$31.9K	0.17%	127
2023 Q4	$467K	Buy	12,443 +3,318	+36%	+$115K	0.15%	127
2023 Q3	$303K	Buy	+9,125	New	+$314K	0.11%	162
2023 Q1	$370K	Buy	+11,514	New	+$400K	0.14%	142
2022 Q4	–	Sell	-13,317	Closed	-$404K	–	1182
2022 Q3	$404K	Sell	13,317 -1,419	-10%	-$46.9K	0.17%	128
2022 Q2	$463K	Buy	14,736 +189	+1%	+$6.53K	0.21%	119
2022 Q1	$557K	Sell	14,547 -365	-2%	-$14.3K	0.22%	111
2021 Q4	$582K	Buy	+14,912	New	+$586K	0.22%	114

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's XLF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 88% in Q4 2024, selling an estimated $298K and leaving 838 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #231.

Householder Group Estate & Retirement Specialist first reported a position in XLF in Q4 2021 and has held it in 11 quarters since. The position peaked at $582K in Q4 2021. 1,773 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Householder Group Estate & Retirement Specialist held 838 shares of State Street Financial Select Sector SPDR ETF worth $40K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 6,159 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $298K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #231 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street Financial Select Sector SPDR ETF position peaked at $582K in Q4 2021.
1,773 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.