MWS
XLF icon

Maxwell Wealth Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Maxwell Wealth Strategies’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 		$290K Hold
6,000
– – 0.12% 101
2024
Q3 		$280K Hold
6,000
– – 0.12% 98
2024
Q2 		$247K Hold
6,000
– – 0.12% 98
2024
Q1 		$246K Buy
+6,000
New +$237K 0.12% 96

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Maxwell Wealth Strategies's XLF Position: Q4 2024 in Review

Maxwell Wealth Strategies held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2024 at 6,000 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #101.

Maxwell Wealth Strategies first reported a position in XLF in Q1 2024 and has held it in 4 quarters since. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Maxwell Wealth Strategies held 6,000 shares of State Street Financial Select Sector SPDR ETF worth $290K as of Q4 2024.
  • Maxwell Wealth Strategies left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2024.
  • State Street Financial Select Sector SPDR ETF made up 0.12% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #101 holding.
  • Maxwell Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.