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Private Portfolio Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Private Portfolio 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
2024
Q4 		$545K Sell
11,269
-891
-7% -$43.1K 0.1% 158
2024
Q3 		$551K Sell
12,160
-675
-5% -$29.5K 0.1% 152
2024
Q2 		$528K Sell
12,835
-1,362
-10% -$56.1K 0.43% 49
2024
Q1 		$598K Sell
14,197
-937
-6% -$37K 0.12% 140
2023
Q4 		$569K Buy
15,134
+29
+0.2% +$1K 0.13% 132
2023
Q3 		$501K Buy
15,105
+33
+0.2% +$1.14K 0.13% 130
2023
Q2 		$508K Sell
15,072
-1,619
-10% -$52.8K 0.13% 127
2023
Q1 		$537K Sell
16,691
-1,158
-6% -$40.2K 0.15% 114
2022
Q4 		$610K Sell
17,849
-182
-1% -$6.16K 0.16% 115
2022
Q3 		$547K Buy
18,031
+16
+0.1% +$529 0.16% 122
2022
Q2 		$567K Sell
18,015
-1,251
-6% -$43.2K 0.16% 116
2022
Q1 		$738K Sell
19,266
-286
-1% -$11.2K 0.18% 105
2021
Q4 		$764K Sell
19,552
-6,710
-26% -$264K 0.2% 111
2021
Q3 		$986K Sell
26,262
-4,035
-13% -$151K 0.28% 80
2021
Q2 		$1.11M Sell
30,297
-4,618
-13% -$169K 0.32% 73
2021
Q1 		$1.19M Buy
34,915
+276
+0.8% +$8.87K 0.39% 60
2020
Q4 		$1.02M Sell
34,639
-764
-2% -$20.4K 0.36% 66
2020
Q3 		$852K Sell
35,403
-8,241
-19% -$200K 0.35% 68
2020
Q2 		$1.01M Sell
43,644
-11,493
-21% -$261K 0.47% 54
2020
Q1 		$1.15M Sell
55,137
-1,364
-2% -$37.6K 0.61% 42
2019
Q4 		$1.74M Sell
56,501
-4,812
-8% -$141K 0.75% 35
2019
Q3 		$1.72M Sell
61,313
-6,536
-10% -$180K 0.81% 31
2019
Q2 		$1.87M Sell
67,849
-7,606
-10% -$206K 0.8% 31
2019
Q1 		$1.94M Sell
75,455
-2,291
-3% -$59.1K 1.02% 20
2018
Q4 		$1.85M Buy
+77,746
New +$2.02M 1.14% 21

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Portfolio Partners's XLF Position: Q4 2024 in Review

Private Portfolio Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.3% in Q4 2024, selling an estimated $43.1K and leaving 11,269 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #158.

Private Portfolio Partners first reported a position in XLF in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.94M in Q1 2019. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Private Portfolio Partners held 11,269 shares of State Street Financial Select Sector SPDR ETF worth $545K as of Q4 2024.
  • Private Portfolio Partners sold 891 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $43.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.1% of Private Portfolio Partners's portfolio in Q4 2024, its #158 holding.
  • Private Portfolio Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • Private Portfolio Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.94M in Q1 2019.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.