Naples Money Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$221K Sell
4,873
-136
-3% -$5.93K 0.19% 51
2024
Q2
$206K Buy
5,009
+36
+0.7% +$1.48K 0.18% 47
2024
Q1
$209K Sell
4,973
-253
-5% -$9.99K 0.21% 50
2023
Q4
$196K Buy
+5,226
New +$181K 0.18% 51

Other funds holding XLF

Naples Money Management's XLF Position: Q3 2024 in Review

Naples Money Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.7% in Q3 2024, selling an estimated $5.93K and leaving 4,873 shares worth $221K. The position accounts for 0.19% of the portfolio, ranked #51.

Naples Money Management first reported a position in XLF in Q4 2023 and has held it in 4 quarters since. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Naples Money Management held 4,873 shares of State Street Financial Select Sector SPDR ETF worth $221K as of Q3 2024.
  • Naples Money Management sold 136 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $5.93K.
  • State Street Financial Select Sector SPDR ETF made up 0.19% of Naples Money Management's portfolio in Q3 2024, its #51 holding.
  • Naples Money Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.