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
2022 Q1	–	Sell	-22,000	Closed	-$2K	–	3488
2021 Q4	$2K	Buy	+22,000	New	+$865K	﹤0.01%	3298
2018 Q3	–	Sell	-37,000	Closed	-$44K	–	2898
2018 Q2	$44K	Buy	+37,000	New	+$1.02M	﹤0.01%	2676

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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.