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ODG
O'Dell Group’s
State Street Financial Select Sector SPDR ETF
XLF
Stock Holding History
O'Dell Group’s Portfolio
XLF Stock Details
XLF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$3.29M
Sell
61,018
-300
-0.5%
-$15.9K
0.71%
21
2025
Q2
$3.21M
Buy
61,318
+13,497
+28%
+$668K
0.8%
20
2025
Q1
$2.38M
Buy
+47,821
New
+$2.4M
0.62%
21
2024
Q1
–
Sell
-926
Closed
-$34.8K
–
492
2023
Q4
$34.8K
Buy
+926
New
+$32.1K
0.01%
244
2023
Q3
–
Sell
-13,570
Closed
-$457K
–
500
2023
Q2
$457K
Buy
+13,570
New
+$443K
0.13%
46
2022
Q4
–
Sell
-736
Closed
-$22K
–
416
2022
Q3
$22K
Buy
736
+477
+184%
+$15.8K
0.01%
221
2022
Q2
$8K
Buy
259
+1
+0.4%
+$35
﹤0.01%
301
2022
Q1
$10K
Buy
258
+127
+97%
+$4.96K
﹤0.01%
319
2021
Q4
$5K
Buy
131
+1
+0.8%
+$39
﹤0.01%
399
2021
Q3
$5K
Buy
+130
New
+$4.86K
﹤0.01%
381
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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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