Palisade Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Palisade Asset 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 Q2	–	Sell	-244	Closed	-$10.3K	–	400
2024 Q1	$10.3K	Sell	244 -8,156	-97%	-$322K	﹤0.01%	347
2023 Q4	$316K	Buy	+8,400	New	+$291K	0.03%	174
2023 Q1	–	Sell	-28,415	Closed	-$972K	–	182
2022 Q4	$972K	Buy	+28,415	New	+$961K	0.11%	121
2020 Q1	–	Sell	-15,540	Closed	-$478K	–	177
2019 Q4	$478K	Buy	+15,540	New	+$456K	0.07%	133
2019 Q2	–	Sell	-96,324	Closed	-$2.48M	–	172
2019 Q1	$2.48M	Buy	96,324 +14,038	+17%	+$362K	0.39%	67
2018 Q4	$1.96M	Buy	+82,286	New	+$2.14M	0.29%	70

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

Palisade Asset Management's XLF Position: Q2 2024 in Review

Palisade Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 244 shares — an estimated $10.3K sold.

Palisade Asset Management first reported a position in XLF in Q4 2018 and held it in 6 quarters. The position peaked at $2.48M in Q1 2019. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Palisade Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Palisade Asset Management sold 244 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $10.3K.
Palisade Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 6 quarters.
Palisade Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $2.48M in Q1 2019.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Palisade Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.