Lake Street Advisors Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lake Street Advisors 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	$577K	Buy	+11,945	New	+$578K	0.03%	307
2024 Q3	–	Sell	-8,469	Closed	-$348K	–	664
2024 Q2	$348K	Hold	8,469	–	–	0.02%	405
2024 Q1	$357K	Hold	8,469	–	–	0.02%	412
2023 Q4	$318K	Sell	8,469 -2,770	-25%	-$95.9K	0.02%	420
2023 Q3	$373K	Sell	11,239 -2,615	-19%	-$90.1K	0.02%	218
2023 Q2	$467K	Sell	13,854 -3,271	-19%	-$107K	0.03%	213
2023 Q1	$551K	Sell	17,125 -10	-0.1%	-$348	0.03%	192
2022 Q4	$586K	Sell	17,135 -465	-3%	-$15.7K	0.04%	182
2022 Q3	$534K	Buy	+17,600	New	+$582K	0.04%	183
2018 Q1	–	Sell	-22,371	Closed	-$624K	–	355
2017 Q4	$624K	Buy	+22,371	New	+$602K	0.07%	112

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lake Street Advisors Group's XLF Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024: 11,945 shares worth $577K. The stake represents 0.03% of the portfolio and ranks #307 among its holdings. This is a return to the name: Lake Street Advisors Group previously reported a position in XLF as recently as Q2 2024.

Lake Street Advisors Group first reported a position in XLF in Q4 2017 and has held it in 10 quarters since. The position peaked at $624K in Q4 2017. 1,773 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Lake Street Advisors Group held 11,945 shares of State Street Financial Select Sector SPDR ETF worth $577K as of Q4 2024.
State Street Financial Select Sector SPDR ETF was a new Lake Street Advisors Group position in Q4 2024.
State Street Financial Select Sector SPDR ETF made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #307 holding.
Lake Street Advisors Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Lake Street Advisors Group's State Street Financial Select Sector SPDR ETF position peaked at $624K in Q4 2017.
1,773 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.