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MainStreet Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MainStreet Investment Advisors’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
-9,160
Closed -$386K – 183
2024
Q1 		$386K Sell
9,160
-650
-7% -$25.7K 0.05% 135
2023
Q4 		$369K Buy
+9,810
New +$340K 0.04% 135

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

MainStreet Investment Advisors's XLF Position: Q2 2024 in Review

MainStreet Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 9,160 shares — an estimated $386K sold.

MainStreet Investment Advisors first reported a position in XLF in Q4 2023 and held it in 2 quarters. The position peaked at $386K in Q1 2024. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • MainStreet Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • MainStreet Investment Advisors sold 9,160 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $386K.
  • MainStreet Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • MainStreet Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $386K in Q1 2024.
  • 1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on MainStreet Investment Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.