Relative Value Partners Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Relative Value Partners Group’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	$541K	Buy	+13,171	New	+$542K	0.07%	215

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Relative Value Partners Group's XLF Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024: 13,171 shares worth $541K. The stake represents 0.07% of the portfolio and ranks #215 among its holdings.

1,497 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Relative Value Partners Group held 13,171 shares of State Street Financial Select Sector SPDR ETF worth $541K as of Q2 2024.
State Street Financial Select Sector SPDR ETF was a new Relative Value Partners Group position in Q2 2024.
State Street Financial Select Sector SPDR ETF made up 0.07% of Relative Value Partners Group's portfolio in Q2 2024, its #215 holding.
1,497 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.