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Marvin & Palmer Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Marvin & Palmer Associates’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
2025
Q1 		– Sell
-59,760
Closed -$2.89M – 38
2024
Q4 		$2.89M Buy
59,760
+53,490
+853% +$2.59M 2.21% 23
2024
Q3 		$284K Buy
+6,270
New +$274K 0.24% 30

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marvin & Palmer Associates's XLF Position: Q1 2025 in Review

Marvin & Palmer Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 59,760 shares — an estimated $2.89M sold.

Marvin & Palmer Associates first reported a position in XLF in Q3 2024 and held it in 2 quarters. The position peaked at $2.89M in Q4 2024. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Marvin & Palmer Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Marvin & Palmer Associates sold 59,760 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $2.89M.
  • Marvin & Palmer Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • Marvin & Palmer Associates's State Street Financial Select Sector SPDR ETF position peaked at $2.89M in Q4 2024.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Marvin & Palmer Associates's 13F filing for Q1 2025, filed 7 May 2025.