JF
XLF icon

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

JSF Financial’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 		– Sell
-130,611
Closed -$5.5M – 117
2024
Q1 		$5.5M Buy
130,611
+112,668
+628% +$4.45M 1.72% 13
2023
Q4 		$675K Buy
+17,943
New +$621K 0.23% 51
2023
Q2 		– Sell
-254,836
Closed -$8.19M – 122
2023
Q1 		$8.19M Buy
254,836
+227,977
+849% +$7.92M 3.06% 9
2022
Q4 		$919K Sell
26,859
-129,279
-83% -$4.37M 0.34% 44
2022
Q3 		$4.74M Sell
156,138
-9,004
-5% -$298K 1.8% 18
2022
Q2 		$5.19M Buy
165,142
+23,931
+17% +$827K 2.35% 11
2022
Q1 		$5.41M Buy
141,211
+130,833
+1,261% +$5.11M 2.3% 10
2021
Q4 		$405K Buy
10,378
+2,792
+37% +$110K 0.2% 65
2021
Q3 		$285K Buy
7,586
+5
+0.1% +$187 0.14% 90
2021
Q2 		$278K Buy
7,581
+5
+0.1% +$183 0.16% 78
2021
Q1 		$258K Buy
+7,576
New +$243K 0.16% 69
2020
Q3 		– Sell
-8,757
Closed -$203K – 80
2020
Q2 		$203K Sell
8,757
-6,043
-41% -$137K 0.18% 61
2020
Q1 		$308K Buy
14,800
+1,009
+7% +$27.8K 0.31% 45
2019
Q4 		$424K Hold
13,791
– – 0.42% 38
2019
Q3 		$386K Sell
13,791
-2,500
-15% -$69K 0.42% 39
2019
Q2 		$450K Buy
16,291
+350
+2% +$9.48K 0.49% 37
2019
Q1 		$410K Sell
15,941
-609
-4% -$15.7K 0.45% 34
2018
Q4 		$394K Buy
+16,550
New +$430K 0.4% 36

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

JSF Financial's XLF Position: Q2 2024 in Review

JSF Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 130,611 shares — an estimated $5.5M sold.

JSF Financial first reported a position in XLF in Q4 2018 and held it in 18 quarters. The position peaked at $8.19M in Q1 2023. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • JSF Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • JSF Financial sold 130,611 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $5.5M.
  • JSF Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
  • JSF Financial's State Street Financial Select Sector SPDR ETF position peaked at $8.19M in Q1 2023.
  • 1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on JSF Financial's 13F filing for Q2 2024, filed 14 Aug 2024.