Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
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High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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LWP
Lumature Wealth Partners’s
State Street Financial Select Sector SPDR ETF
XLF
Stock Holding History
Lumature Wealth Partners’s Portfolio
XLF Stock Details
XLF Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
$628K
Buy
2023
Q1
$508K
Sell
2022
Q4
$565K
Sell
2022
Q3
$625K
Buy
2022
Q2
$620K
Buy
2022
Q1
$718K
Sell
2021
Q4
$745K
Buy
2021
Q3
$685K
Buy
2021
Q2
$585K
Buy
2021
Q1
$476K
Buy
2020
Q4
$208K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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