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Raymond James & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-22,600
Closed -$859K – 4096
2024
Q1 		$859K Buy
+22,600
New +$892K ﹤0.01% 2695

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

Raymond James & Associates's XLF Position: Q3 2024 in Review

Raymond James & Associates increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 30% in Q3 2024, buying an estimated $106M and bringing the position to 10,603,914 shares worth $481M. The position accounts for 0.29% of the portfolio, ranked #59.

Raymond James & Associates first reported a position in XLF in Q2 2013 and has held it in 46 quarters since. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Raymond James & Associates held 10,603,914 shares of State Street Financial Select Sector SPDR ETF worth $481M as of Q3 2024.
  • Raymond James & Associates bought 2,430,124 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $106M.
  • State Street Financial Select Sector SPDR ETF made up 0.29% of Raymond James & Associates's portfolio in Q3 2024, its #59 holding.
  • Raymond James & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.