Maryland Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Maryland Capital 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 Q4	–	Sell	-264	Closed	-$12K	–	282
2024 Q3	$12K	Buy	+264	New	+$11.5K	0.01%	179
2023 Q3	–	Sell	-826	Closed	-$27.8K	–	252
2023 Q2	$27.8K	Hold	826	–	–	0.02%	128
2023 Q1	$26.6K	Hold	826	–	–	0.02%	124
2022 Q4	$28.2K	Hold	826	–	–	0.03%	119
2022 Q3	$25K	Sell	826 -651	-44%	-$21.5K	0.03%	115
2022 Q2	$46K	Buy	1,477 +651	+79%	+$22.5K	0.05%	94
2022 Q1	$32K	Hold	826	–	–	0.03%	114
2021 Q4	$32K	Buy	+826	New	+$32.5K	0.03%	114

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Maryland Capital Advisors's XLF Position: Q4 2024 in Review

Maryland Capital Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 264 shares — an estimated $12K sold.

Maryland Capital Advisors first reported a position in XLF in Q4 2021 and held it in 8 quarters. The position peaked at $46K in Q2 2022. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Maryland Capital Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Maryland Capital Advisors sold 264 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $12K.
Maryland Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
Maryland Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $46K in Q2 2022.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Maryland Capital Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.