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

Kelly Financial Services’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	-11	Closed	-$366	–	811
2023 Q3	$366	Hold	11	–	–	﹤0.01%	705
2023 Q2	$371	Buy	+11	New	+$359	﹤0.01%	670
2022 Q3	–	Sell	-143	Closed	-$4.5K	–	720
2022 Q2	$4.5K	Hold	143	–	–	﹤0.01%	418
2022 Q1	$5.48K	Hold	143	–	–	﹤0.01%	417
2021 Q4	$5.58K	Hold	143	–	–	﹤0.01%	423
2021 Q3	$5.37K	Sell	143 -5,104	-97%	-$191K	﹤0.01%	407
2021 Q2	$143K	Buy	5,247 +4,871	+1,295%	+$178K	0.01%	332
2021 Q1	$12.8K	Hold	376	–	–	0.01%	270
2020 Q4	$11.1K	Hold	376	–	–	0.01%	256
2020 Q3	$9.05K	Hold	376	–	–	0.01%	263
2020 Q2	$8.7K	Hold	376	–	–	0.01%	266
2020 Q1	$7.83K	Hold	376	–	–	0.01%	240
2019 Q4	$11.6K	Hold	376	–	–	0.01%	220
2019 Q3	$10.5K	Hold	376	–	–	0.01%	220
2019 Q2	$10.4K	Hold	376	–	–	0.01%	220
2019 Q1	$9.67K	Buy	+376	New	+$9.7K	0.01%	224

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Kelly Financial Services's XLF Position: Q4 2023 in Review

Kelly Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 11 shares — an estimated $366 sold.

Kelly Financial Services first reported a position in XLF in Q1 2019 and held it in 16 quarters. The position peaked at $143K in Q2 2021. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Kelly Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Kelly Financial Services sold 11 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $366.
Kelly Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and held it in 16 quarters.
Kelly Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $143K in Q2 2021.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.