LF
XLF icon

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

LifePlan 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
-25,590
Closed -$1.08M – 98
2024
Q1 		$1.08M Sell
25,590
-21,556
-46% -$851K 0.99% 28
2023
Q4 		$1.77M Buy
+47,146
New +$1.63M 1.78% 14

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

LifePlan Financial's XLF Position: Q2 2024 in Review

LifePlan Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 25,590 shares — an estimated $1.08M sold.

LifePlan Financial first reported a position in XLF in Q4 2023 and held it in 2 quarters. The position peaked at $1.77M in Q4 2023. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • LifePlan Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • LifePlan Financial sold 25,590 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $1.08M.
  • LifePlan Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • LifePlan Financial's State Street Financial Select Sector SPDR ETF position peaked at $1.77M in Q4 2023.
  • 1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on LifePlan Financial's 13F filing for Q2 2024, filed 30 Jul 2024.