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

Northwest Wealth 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 Q3	–	Sell	-10,934	Closed	-$449K	–	177
2024 Q2	$449K	Buy	10,934 +595	+6%	+$24.5K	0.12%	97
2024 Q1	$435K	Buy	+10,339	New	+$408K	0.12%	100
2019 Q2	–	Sell	-1,535	Closed	-$39K	–	481
2019 Q1	$39K	Buy	1,535 +2	+0.1%	+$52	0.03%	240
2018 Q4	$37K	Buy	1,533 +102	+7%	+$2.65K	0.03%	225
2018 Q3	$39K	Buy	1,431 +1	+0.1%	+$28	0.03%	230
2018 Q2	$38K	Buy	1,430 +1	+0.1%	+$28	0.03%	239
2018 Q1	$39K	Buy	+1,429	New	+$41.2K	0.03%	239

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

Northwest Wealth Management's XLF Position: Q3 2024 in Review

Northwest Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 10,934 shares — an estimated $449K sold.

Northwest Wealth Management first reported a position in XLF in Q1 2018 and held it in 7 quarters. The position peaked at $449K in Q2 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Northwest Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Northwest Wealth Management sold 10,934 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $449K.
Northwest Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 7 quarters.
Northwest Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $449K in Q2 2024.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Northwest Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.