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

Oxinas Partners 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
Q4 		– Sell
-8,344
Closed -$378K – 130
2024
Q3 		$378K Sell
8,344
-13
-0.2% -$567 0.23% 81
2024
Q2 		$344K Sell
8,357
-29,338
-78% -$1.21M 0.23% 88
2024
Q1 		$1.59M Buy
37,695
+2,908
+8% +$115K 1.03% 30
2023
Q4 		$1.31M Sell
34,787
-2,317
-6% -$80.2K 0.93% 33
2023
Q3 		$1.23M Sell
37,104
-792
-2% -$27.3K 0.92% 30
2023
Q2 		$1.28M Sell
37,896
-2,140
-5% -$69.8K 0.84% 32
2023
Q1 		$1.29M Buy
40,036
+1,079
+3% +$37.5K 0.93% 31
2022
Q4 		$1.33M Sell
38,957
-785
-2% -$26.6K 1.13% 28
2022
Q3 		$1.21M Sell
39,742
-960
-2% -$31.7K 1% 28
2022
Q2 		$1.28M Sell
40,702
-19,105
-32% -$660K 0.97% 31
2022
Q1 		$2.29M Buy
59,807
+6,606
+12% +$258K 1.44% 19
2021
Q4 		$2.08M Buy
53,201
+5,077
+11% +$200K 1.19% 20
2021
Q3 		$1.81M Buy
48,124
+11,164
+30% +$418K 1.05% 28
2021
Q2 		$1.36M Buy
36,960
+7,605
+26% +$278K 0.78% 37
2021
Q1 		$1M Buy
29,355
+5,368
+22% +$172K 0.64% 52
2020
Q4 		$707K Buy
+23,987
New +$642K 0.52% 53

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

Oxinas Partners Wealth Management's XLF Position: Q4 2024 in Review

Oxinas Partners Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 8,344 shares — an estimated $378K sold.

Oxinas Partners Wealth Management first reported a position in XLF in Q4 2020 and held it in 16 quarters. The position peaked at $2.29M in Q1 2022. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Oxinas Partners Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 8,344 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $378K.
  • Oxinas Partners Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 16 quarters.
  • Oxinas Partners Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.29M in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.