ICA Group Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
PF
ICA Group Wealth Management's XLF Position: Q2 2024 in Review
ICA Group Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 65% in Q2 2024, selling an estimated $467K and leaving 6,233 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #87.
ICA Group Wealth Management first reported a position in XLF in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.62M in Q4 2022. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.
- ICA Group Wealth Management held 6,233 shares of State Street Financial Select Sector SPDR ETF worth $256K as of Q2 2024.
- ICA Group Wealth Management sold 11,351 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $467K.
- State Street Financial Select Sector SPDR ETF made up 0.15% of ICA Group Wealth Management's portfolio in Q2 2024, its #87 holding.
- ICA Group Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 10 quarters since.
- ICA Group Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.62M in Q4 2022.
- 1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.
Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.