Mirabella Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mirabella Financial Services’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	-82,800	Closed	-$3.4M	–	464
2024 Q2	$3.4M	Sell	82,800 -158,149	-66%	-$6.51M	0.25%	53
2024 Q1	$10.1M	Buy	240,949 +178,669	+287%	+$7.05M	0.73%	27
2023 Q4	$2.34M	Sell	62,280 -19,653	-24%	-$680K	0.31%	72
2023 Q3	$2.72M	Sell	81,933 -47,924	-37%	-$1.65M	0.38%	72
2023 Q2	$4.38M	Buy	+129,857	New	+$4.24M	0.48%	64
2022 Q4	–	Sell	-153,835	Closed	-$4.71M	–	544
2022 Q3	$4.71M	Sell	153,835 -21,570	-12%	-$713K	0.49%	30
2022 Q2	$5.57M	Buy	+175,405	New	+$6.06M	0.55%	32
2021 Q4	–	Sell	-271,266	Closed	-$10.2M	–	630
2021 Q3	$10.2M	Sell	271,266 -13,114	-5%	-$491K	1.34%	11
2021 Q2	$10.4M	Buy	+284,380	New	+$10.4M	1.87%	5
2020 Q3	–	Sell	-13,160	Closed	-$305K	–	438
2020 Q2	$305K	Buy	+13,160	New	+$299K	0.07%	122

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Mirabella Financial Services's XLF Position: Q3 2024 in Review

Mirabella Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 82,800 shares — an estimated $3.4M sold.

Mirabella Financial Services first reported a position in XLF in Q2 2020 and held it in 10 quarters. The position peaked at $10.4M in Q2 2021. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Mirabella Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 82,800 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $3.4M.
Mirabella Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 10 quarters.
Mirabella Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $10.4M in Q2 2021.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.