Janiczek Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Janiczek Wealth 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
2024 Q2	$45.6K	Hold	1,110	–	–	0.01%	414
2024 Q1	$46.8K	Hold	1,110	–	–	0.01%	417
2023 Q4	$41.7K	Buy	1,110 +1	+0.1%	+$35	0.01%	416
2023 Q3	$36.8K	Sell	1,109 -50	-4%	-$1.72K	0.01%	414
2023 Q2	$39.1K	Hold	1,159	–	–	0.01%	352
2023 Q1	$38.1K	Sell	1,159 -5	-0.4%	-$174	0.01%	346
2022 Q4	$41.7K	Buy	1,164 +6	+0.5%	+$203	0.01%	347
2022 Q3	$36K	Buy	1,158 +57	+5%	+$1.88K	0.01%	359
2022 Q2	$37K	Hold	1,101	–	–	0.01%	355
2022 Q1	$42K	Sell	1,101 -50	-4%	-$1.95K	0.01%	334
2021 Q4	$45K	Buy	1,151 +901	+360%	+$35.4K	0.01%	327
2021 Q3	$9K	Buy	250 +200	+400%	+$7.48K	﹤0.01%	596
2021 Q2	$2K	Buy	+50	New	+$1.83K	﹤0.01%	794
2020 Q3	–	Sell	-75	Closed	-$2K	–	734
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	312
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	137
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	138
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	140
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	167
2019 Q1	$2K	Hold	75	–	–	﹤0.01%	144
2018 Q4	$2K	Buy	+75	New	+$1.95K	﹤0.01%	143

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Janiczek Wealth Management's XLF Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2024 at 1,110 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #414.

Janiczek Wealth Management first reported a position in XLF in Q4 2018 and has held it in 20 quarters since. The position peaked at $46.8K in Q1 2024. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Janiczek Wealth Management held 1,110 shares of State Street Financial Select Sector SPDR ETF worth $45.6K as of Q2 2024.
Janiczek Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Financial Select Sector SPDR ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #414 holding.
Janiczek Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
Janiczek Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $46.8K 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 Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.