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

HWG Holdings’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	–	Sell	-14	Closed	-$576	–	132
2024 Q2	$576	Buy	+14	New	+$576	﹤0.01%	117
2022 Q1	$11K	Sell	283 -744	-72%	-$29.1K	0.01%	108
2021 Q4	$40K	Buy	+1,027	New	+$40.4K	0.02%	81
2021 Q2	$2.1M	Sell	57,153 -19,172	-25%	-$701K	0.91%	26
2021 Q1	$2.6M	Buy	+76,325	New	+$2.45M	1.29%	19
2019 Q3	–	Sell	-2,014	Closed	-$56K	–	137
2019 Q2	$56K	Sell	2,014 -3,614	-64%	-$97.9K	0.05%	83
2019 Q1	$145K	Buy	+5,628	New	+$145K	0.14%	45

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

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

HWG Holdings's XLF Position: Q3 2024 in Review

HWG Holdings sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 14 shares — an estimated $576 sold.

HWG Holdings first reported a position in XLF in Q1 2019 and held it in 7 quarters. The position peaked at $2.6M in Q1 2021. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

HWG Holdings reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
HWG Holdings sold 14 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $576.
HWG Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and held it in 7 quarters.
HWG Holdings's State Street Financial Select Sector SPDR ETF position peaked at $2.6M in Q1 2021.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on HWG Holdings's 13F filing for Q3 2024, filed 23 Oct 2024.