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Raymond James Financial Services Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Raymond James Financial Services Advisors’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
2023
Q1 		– Sell
-30,800
Closed -$3.39K – 3418
2022
Q4 		$3.39K Buy
30,800
+400
+1% +$13.5K ﹤0.01% 3229
2022
Q3 		$2K Buy
30,400
+500
+2% +$16.5K ﹤0.01% 3251
2022
Q2 		$1K Buy
+29,900
New +$1.03M ﹤0.01% 3253
2019
Q4 		– Sell
-30,400
Closed -$38K – 2948
2019
Q3 		$38K Sell
30,400
-8,400
-22% -$232K ﹤0.01% 2718
2019
Q2 		$57K Sell
38,800
-2,000
-5% -$54.2K ﹤0.01% 2732
2019
Q1 		$22K Buy
40,800
+30,100
+281% +$777K ﹤0.01% 2747
2018
Q4 		$9K Sell
10,700
-5,300
-33% -$138K ﹤0.01% 2544
2018
Q3 		$7K Sell
16,000
-100,000
-86% -$2.8M ﹤0.01% 2795
2018
Q2 		$121K Buy
+116,000
New +$3.2M ﹤0.01% 2584
2018
Q1 		– Sell
-13,900
Closed -$43K – 2753
2017
Q4 		$43K Sell
13,900
-25,900
-65% -$697K ﹤0.01% 2449
2017
Q3 		$49K Sell
39,800
-22,900
-37% -$571K ﹤0.01% 2457
2017
Q2 		$62K Sell
62,700
-1,200
-2% -$28.5K ﹤0.01% 2390
2017
Q1 		$29K Buy
63,900
+31,300
+96% +$750K ﹤0.01% 2343
2016
Q4 		$16K Sell
32,600
-30,700
-48% -$659K ﹤0.01% 2306
2016
Q3 		$31K Sell
63,300
-152,910
-71% -$3.15M ﹤0.01% 2228
2016
Q2 		$41K Buy
216,210
+147,178
+213% +$2.98M ﹤0.01% 2187
2016
Q1 		$32K Buy
+69,032
New +$1.31M ﹤0.01% 1995

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 $424B AUM 22.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 Financial Services Advisors's XLF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.42% in Q3 2024, buying an estimated $507K and bringing the position to 2,790,631 shares worth $126M. The position accounts for 0.17% of the portfolio, ranked #120.

Raymond James Financial Services Advisors first reported a position in XLF in Q2 2013 and has held it in 46 quarters since. The position peaked at $160M in Q1 2022. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Raymond James Financial Services Advisors held 2,790,631 shares of State Street Financial Select Sector SPDR ETF worth $126M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 11,613 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $507K.
  • State Street Financial Select Sector SPDR ETF made up 0.17% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #120 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
  • Raymond James Financial Services Advisors's State Street Financial Select Sector SPDR ETF position peaked at $160M in Q1 2022.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.