Pier 88 Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pier 88 Investment Partners’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
2025 Q1	–	Sell	-9,700	Closed	-$469K	–	111
2024 Q4	$469K	Buy	+9,700	New	+$469K	0.09%	81
2021 Q1	–	Sell	-16,080	Closed	-$474K	–	124
2020 Q4	$474K	Buy	+16,080	New	+$430K	0.15%	99

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pier 88 Investment Partners's XLF Position: Q1 2025 in Review

Pier 88 Investment Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 9,700 shares — an estimated $469K sold.

Pier 88 Investment Partners first reported a position in XLF in Q4 2020 and held it in 2 quarters. The position peaked at $474K in Q4 2020. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Pier 88 Investment Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Pier 88 Investment Partners sold 9,700 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $469K.
Pier 88 Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
Pier 88 Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $474K in Q4 2020.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Pier 88 Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.