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Mine & Arao Wealth Creation & Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mine & Arao Wealth Creation & Management’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
-1,396
Closed -$58.8K – 371
2024
Q1 		$58.8K Buy
1,396
+1
+0.1% +$39 0.03% 136
2023
Q4 		$52.4K Buy
1,395
+2
+0.1% +$69 0.03% 140
2023
Q3 		$46.2K Buy
1,393
+1
+0.1% +$34 0.03% 137
2023
Q2 		$46.9K Sell
1,392
-4
-0.3% -$131 0.03% 142
2023
Q1 		$44.9K Buy
1,396
+2
+0.1% +$70 0.03% 148
2022
Q4 		$47.7K Buy
1,394
+1
+0.1% +$34 0.04% 141
2022
Q3 		$42K Buy
1,393
+2
+0.1% +$66 0.03% 141
2022
Q2 		$44K Buy
1,391
+275
+25% +$9.5K 0.03% 142
2022
Q1 		$43K Hold
1,116
– – 0.03% 153
2021
Q4 		$44K Hold
1,116
– – 0.02% 155
2021
Q3 		$42K Hold
1,116
– – 0.03% 155
2021
Q2 		$41K Hold
1,116
– – 0.02% 156
2021
Q1 		$38K Hold
1,116
– – 0.03% 151
2020
Q4 		$33K Hold
1,116
– – 0.02% 149
2020
Q3 		$27K Hold
1,116
– – 0.02% 151
2020
Q2 		$26K Hold
1,116
– – 0.02% 143
2020
Q1 		$23K Hold
1,116
– – 0.03% 141
2019
Q4 		$34K Buy
+1,116
New +$32.8K 0.03% 142

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's XLF Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 1,396 shares — an estimated $58.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in XLF in Q4 2019 and held it in 18 quarters. The position peaked at $58.8K in Q1 2024. 1,498 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1,396 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $58.8K.
  • Mine & Arao Wealth Creation & Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's State Street Financial Select Sector SPDR ETF position peaked at $58.8K in Q1 2024.
  • 1,498 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.