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Kiely Wealth Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$15.4K Hold
300
– – 0.01% 173
2024
Q3 		$14.9K Hold
300
– – 0.01% 173
2024
Q2 		$12.7K Hold
300
– – 0.01% 169
2024
Q1 		$12.3K Hold
300
– – 0.01% 157
2023
Q4 		$11.6K Buy
+300
New +$10.4K 0.01% 158

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiely Wealth Advisory Group's XLF Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2024 at 300 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #173.

Kiely Wealth Advisory Group first reported a position in XLF in Q4 2023 and has held it in 5 quarters since. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Kiely Wealth Advisory Group held 300 shares of State Street Financial Select Sector SPDR ETF worth $15.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2024.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #173 holding.
  • Kiely Wealth Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.