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Pathway Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pathway Financial Advisors’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
-6,665
Closed -$274K – 175
2024
Q2 		$274K Hold
6,665
– – 0.07% 126
2024
Q1 		$281K Hold
6,665
– – 0.08% 130
2023
Q4 		$251K Buy
+6,665
New +$231K 0.07% 130

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathway Financial Advisors's XLF Position: Q3 2024 in Review

Pathway Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 6,665 shares — an estimated $274K sold.

Pathway Financial Advisors first reported a position in XLF in Q4 2023 and held it in 3 quarters. The position peaked at $281K in Q1 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Pathway Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Pathway Financial Advisors sold 6,665 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $274K.
  • Pathway Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Pathway Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $281K in Q1 2024.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Pathway Financial Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.