Oxler Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Oxler Private Wealth’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 Q2	–	Sell	-9,826	Closed	-$414K	–	88
2024 Q1	$414K	Sell	9,826 -230	-2%	-$9.08K	0.16%	65
2023 Q4	$378K	Buy	10,056 +57	+0.6%	+$1.97K	0.31%	49
2023 Q3	$332K	Sell	9,999 -1,960	-16%	-$67.5K	0.17%	75
2023 Q2	$403K	Sell	11,959 -606	-5%	-$19.8K	0.19%	74
2023 Q1	$404K	Buy	12,565 +18	+0.1%	+$626	0.2%	75
2022 Q4	$429K	Sell	12,547 -66	-0.5%	-$2.23K	0.23%	74
2022 Q3	$392K	Sell	12,613 -14,817	-54%	-$490K	0.22%	77
2022 Q2	$863K	Buy	27,430 +52	+0.2%	+$1.8K	0.42%	60
2022 Q1	$1.05M	Buy	27,378 +15,038	+122%	+$588K	0.47%	56
2021 Q4	$481K	Sell	12,340 -150	-1%	-$5.9K	0.2%	95
2021 Q3	$468K	Buy	12,490 +3,344	+37%	+$125K	0.21%	95
2021 Q2	$335K	Buy	9,146 +197	+2%	+$7.21K	0.15%	111
2021 Q1	$304K	Buy	8,949 +4,319	+93%	+$139K	0.15%	103
2020 Q4	$136K	Buy	+4,630	New	+$124K	0.08%	118

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxler Private Wealth's XLF Position: Q2 2024 in Review

Oxler Private Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 9,826 shares — an estimated $414K sold.

Oxler Private Wealth first reported a position in XLF in Q4 2020 and held it in 14 quarters. The position peaked at $1.05M in Q1 2022. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Oxler Private Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Oxler Private Wealth sold 9,826 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $414K.
Oxler Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 14 quarters.
Oxler Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $1.05M in Q1 2022.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Oxler Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.