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Northwest Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Northwest Financial Advisors’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 		– Sell
-2,532
Closed -$115K – 553
2024
Q3 		$115K Buy
+2,532
New +$110K 0.09% 144
2024
Q1 		– Sell
-2,532
Closed -$95.2K – 541
2023
Q4 		$95.2K Buy
+2,532
New +$87.7K 0.08% 144

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

Northwest Financial Advisors's XLF Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 2,532 shares — an estimated $115K sold.

Northwest Financial Advisors first reported a position in XLF in Q4 2023 and held it in 2 quarters. The position peaked at $115K in Q3 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,532 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $115K.
  • Northwest Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $115K in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.