Planning Capital Management Corporation’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$85.5K Buy
1,887
+238
+14% +$10.4K 0.06% 144
2024
Q2
$67.8K Hold
1,649
0.05% 177
2024
Q1
$69.4K Buy
1,649
+6
+0.4% +$237 0.05% 167
2023
Q4
$61.8K Buy
+1,643
New +$56.9K 0.05% 179

Other funds holding XLF

Planning Capital Management Corporation's XLF Position: Q3 2024 in Review

Planning Capital Management Corporation increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q3 2024, buying an estimated $10.4K and bringing the position to 1,887 shares worth $85.5K. The position accounts for 0.06% of the portfolio, ranked #144.

Planning Capital Management Corporation first reported a position in XLF in Q4 2023 and has held it in 4 quarters since. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Planning Capital Management Corporation held 1,887 shares of State Street Financial Select Sector SPDR ETF worth $85.5K as of Q3 2024.
  • Planning Capital Management Corporation bought 238 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $10.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of Planning Capital Management Corporation's portfolio in Q3 2024, its #144 holding.
  • Planning Capital Management Corporation first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.