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

HoyleCohen’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 		$2.45M Buy
59,627
+863
+1% +$35.5K 0.19% 99
2024
Q1 		$2.48M Buy
58,764
+1,649
+3% +$65.1K 0.19% 103
2023
Q4 		$2.15M Buy
57,115
+5,546
+11% +$192K 0.18% 107
2023
Q3 		$1.71M Buy
51,569
+5,871
+13% +$202K 0.16% 113
2023
Q2 		$1.54M Buy
45,698
+3,811
+9% +$124K 0.14% 122
2023
Q1 		$1.35M Buy
41,887
+3,037
+8% +$106K 0.13% 124
2022
Q4 		$1.33M Buy
38,850
+2,576
+7% +$87.1K 0.13% 126
2022
Q3 		$1.1M Buy
36,274
+4,739
+15% +$157K 0.12% 128
2022
Q2 		$992K Buy
31,535
+4,740
+18% +$164K 0.1% 132
2022
Q1 		$1.03M Buy
26,795
+1,940
+8% +$75.8K 0.09% 141
2021
Q4 		$971K Buy
24,855
+154
+0.6% +$6.05K 0.08% 147
2021
Q3 		$927K Buy
24,701
+161
+0.7% +$6.02K 0.09% 142
2021
Q2 		$900 Buy
24,540
+321
+1% +$11.7K 0.07% 144
2021
Q1 		$825K Buy
24,219
+2,420
+11% +$77.7K 0.08% 149
2020
Q4 		$643K Buy
21,799
+13,171
+153% +$352K 0.07% 143
2020
Q3 		$208K Buy
+8,628
New +$210K 0.03% 198
2020
Q1 		– Sell
-10,853
Closed -$334K – 198
2019
Q4 		$334K Sell
10,853
-1,932
-15% -$56.7K 0.05% 163
2019
Q3 		$358K Buy
12,785
+203
+2% +$5.6K 0.06% 157
2019
Q2 		$347K Buy
+12,582
New +$341K 0.06% 158

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

HoyleCohen's XLF Position: Q2 2024 in Review

HoyleCohen increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q2 2024, buying an estimated $35.5K and bringing the position to 59,627 shares worth $2.45M. The position accounts for 0.19% of the portfolio, ranked #99.

HoyleCohen first reported a position in XLF in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.48M in Q1 2024. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • HoyleCohen held 59,627 shares of State Street Financial Select Sector SPDR ETF worth $2.45M as of Q2 2024.
  • HoyleCohen bought 863 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $35.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.19% of HoyleCohen's portfolio in Q2 2024, its #99 holding.
  • HoyleCohen first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 19 quarters since.
  • HoyleCohen's State Street Financial Select Sector SPDR ETF position peaked at $2.48M 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 HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.