Peterson Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Peterson Financial Group’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	$68.8K	Buy	+1,517	New	+$66.2K	0.26%	73

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peterson Financial Group's XLF Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024: 1,517 shares worth $68.8K. The stake represents 0.26% of the portfolio and ranks #73 among its holdings.

1,587 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Peterson Financial Group held 1,517 shares of State Street Financial Select Sector SPDR ETF worth $68.8K as of Q3 2024.
State Street Financial Select Sector SPDR ETF was a new Peterson Financial Group position in Q3 2024.
State Street Financial Select Sector SPDR ETF made up 0.26% of Peterson Financial Group's portfolio in Q3 2024, its #73 holding.
1,587 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.