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Institutional & Family Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Institutional & Family Asset 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
2023
Q4 		– Sell
-66
Closed -$2.19K – 755
2023
Q3 		$2.19K Buy
+66
New +$2.27K ﹤0.01% 544
2022
Q2 		– Sell
-245
Closed -$9K – 808
2022
Q1 		$9K Hold
245
– – ﹤0.01% 462
2021
Q4 		$10K Sell
245
-803
-77% -$31.6K ﹤0.01% 450
2021
Q3 		$39K Sell
1,048
-742
-41% -$27.8K 0.01% 365
2021
Q2 		$66K Sell
1,790
-397
-18% -$14.5K 0.01% 300
2021
Q1 		$74K Buy
2,187
+2,037
+1,358% +$65.4K 0.01% 301
2020
Q4 		$4K Sell
150
-1
-0.7% -$27 ﹤0.01% 683
2020
Q3 		$4K Sell
151
-8,335
-98% -$203K ﹤0.01% 629
2020
Q2 		$196K Sell
8,486
-1,469
-15% -$33.4K 0.04% 176
2020
Q1 		$207K Buy
9,955
+940
+10% +$25.9K 0.05% 144
2019
Q4 		$277K Buy
9,015
+1,435
+19% +$42.1K 0.06% 143
2019
Q3 		$212K Sell
7,580
-4,543
-37% -$125K 0.05% 155
2019
Q2 		$335K Sell
12,123
-562
-4% -$15.2K 0.07% 137
2019
Q1 		$326K Sell
12,685
-533
-4% -$13.8K 0.07% 145
2018
Q4 		$315K Sell
13,218
-1,292
-9% -$33.6K 0.07% 131
2018
Q3 		$400K Buy
14,510
+1,049
+8% +$29.4K 0.08% 131
2018
Q2 		$358K Sell
13,461
-699
-5% -$19.3K 0.07% 135
2018
Q1 		$390K Buy
14,160
+1,006
+8% +$29K 0.08% 126
2017
Q4 		$367K Buy
13,154
+4,752
+57% +$128K 0.07% 127
2017
Q3 		$217K Buy
+8,402
New +$210K 0.04% 164

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Institutional & Family Asset Management's XLF Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 66 shares — an estimated $2.19K sold.

Institutional & Family Asset Management first reported a position in XLF in Q3 2017 and held it in 20 quarters. The position peaked at $400K in Q3 2018. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 66 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $2.19K.
  • Institutional & Family Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 20 quarters.
  • Institutional & Family Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $400K in Q3 2018.
  • 1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.