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McDonald Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

McDonald Partners’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
Q3 		– Sell
-12,394
Closed -$510K – 249
2024
Q2 		$510K Sell
12,394
-294
-2% -$12.1K 0.14% 163
2024
Q1 		$534K Buy
12,688
+29
+0.2% +$1.15K 0.15% 162
2023
Q4 		$476K Buy
12,659
+75
+0.6% +$2.6K 0.14% 168
2023
Q3 		$417K Sell
12,584
-54
-0.4% -$1.86K 0.14% 167
2023
Q2 		$426K Buy
12,638
+142
+1% +$4.63K 0.13% 166
2023
Q1 		$402K Buy
12,496
+1,239
+11% +$43.1K 0.13% 164
2022
Q4 		$385K Buy
11,257
+4,616
+70% +$156K 0.13% 162
2022
Q3 		$202K Sell
6,641
-8,494
-56% -$281K 0.08% 207
2022
Q2 		$476K Sell
15,135
-248
-2% -$8.57K 0.12% 184
2022
Q1 		$589K Buy
+15,383
New +$601K 0.13% 182
2021
Q4 		– Sell
-14,900
Closed -$559K – 731
2021
Q3 		$559K Buy
14,900
+2,392
+19% +$89.5K 0.13% 178
2021
Q2 		$458K Buy
12,508
+296
+2% +$10.8K 0.11% 196
2021
Q1 		$416K Buy
12,212
+1,000
+9% +$32.1K 0.11% 193
2020
Q4 		$331K Buy
+11,212
New +$300K 0.09% 210

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McDonald Partners's XLF Position: Q3 2024 in Review

McDonald Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 12,394 shares — an estimated $510K sold.

McDonald Partners first reported a position in XLF in Q4 2020 and held it in 14 quarters. The position peaked at $589K in Q1 2022. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • McDonald Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • McDonald Partners sold 12,394 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $510K.
  • McDonald Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 14 quarters.
  • McDonald Partners's State Street Financial Select Sector SPDR ETF position peaked at $589K in Q1 2022.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on McDonald Partners's 13F filing for Q3 2024, filed 15 Oct 2024.