LifePro Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LifePro Asset Management’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 Q3	$462K	Sell	10,200 -356	-3%	-$15.5K	0.28%	82
2024 Q2	$434K	Sell	10,556 -829	-7%	-$34.1K	0.31%	71
2024 Q1	$480K	Buy	11,385 +146	+1%	+$5.76K	0.32%	70
2023 Q4	$423K	Buy	+11,239	New	+$389K	0.33%	67
2021 Q4	–	Sell	-13,496	Closed	-$507K	–	142
2021 Q3	$507K	Buy	13,496 +614	+5%	+$23K	0.15%	57
2021 Q2	$473K	Buy	+12,882	New	+$471K	0.14%	51

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

LifePro Asset Management's XLF Position: Q3 2024 in Review

LifePro Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.4% in Q3 2024, selling an estimated $15.5K and leaving 10,200 shares worth $462K. The position accounts for 0.28% of the portfolio, ranked #82.

LifePro Asset Management first reported a position in XLF in Q2 2021 and has held it in 6 quarters since. The position peaked at $507K in Q3 2021. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

LifePro Asset Management held 10,200 shares of State Street Financial Select Sector SPDR ETF worth $462K as of Q3 2024.
LifePro Asset Management sold 356 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $15.5K.
State Street Financial Select Sector SPDR ETF made up 0.28% of LifePro Asset Management's portfolio in Q3 2024, its #82 holding.
LifePro Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
LifePro Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $507K in Q3 2021.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.