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Retirement Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Retirement 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
Q1 		$48.1K Sell
1,141
-28
-2% -$1.1K 0.02% 238
2023
Q4 		$43.9K Buy
1,169
+1
+0.1% +$35 0.02% 236
2023
Q3 		$38.7K Buy
1,168
+288
+33% +$9.92K 0.02% 234
2023
Q2 		$29.7K Buy
880
+1
+0.1% +$33 0.01% 265
2023
Q1 		$28K Buy
879
+1
+0.1% +$35 0.01% 260
2022
Q4 		$30K Buy
878
+484
+123% +$16.4K 0.01% 230
2022
Q3 		$12K Sell
394
-779
-66% -$25.7K 0.01% 235
2022
Q2 		$37K Buy
1,173
+59
+5% +$2.04K 0.02% 247
2022
Q1 		$43K Buy
1,114
+1
+0.1% +$39 0.02% 247
2021
Q4 		$43K Buy
1,113
+1
+0.1% +$39 0.02% 243
2021
Q3 		$42K Sell
1,112
-1,657
-60% -$62K 0.02% 239
2021
Q2 		$102K Buy
2,769
+656
+31% +$24K 0.05% 158
2021
Q1 		$72K Sell
2,113
-189
-8% -$6.07K 0.03% 228
2020
Q4 		$67K Sell
2,302
-236
-9% -$6.31K 0.03% 226
2020
Q3 		$61K Hold
2,538
– – 0.03% 220
2020
Q2 		$59K Buy
+2,538
New +$57.6K 0.04% 220
2019
Q4 		$87K Buy
+2,841
New +$83.4K 0.06% 176

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Retirement Group's XLF Position: Q1 2024 in Review

Retirement Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q1 2024, selling an estimated $1.1K and leaving 1,141 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #238.

Retirement Group first reported a position in XLF in Q4 2019 and has held it in 17 quarters since. The position peaked at $102K in Q2 2021. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Retirement Group held 1,141 shares of State Street Financial Select Sector SPDR ETF worth $48.1K as of Q1 2024.
  • Retirement Group sold 28 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $1.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #238 holding.
  • Retirement Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's State Street Financial Select Sector SPDR ETF position peaked at $102K in Q2 2021.
  • 1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.