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Roble Belko & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Roble Belko & Company’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 		– Sell
-36
Closed -$1K – 370
2023
Q4 		$1K Hold
36
– – ﹤0.01% 314
2023
Q3 		$1K Hold
36
– – ﹤0.01% 282
2023
Q2 		$1K Buy
+36
New +$1.18K ﹤0.01% 283
2023
Q1 		– Sell
-395
Closed -$14K – 337
2022
Q4 		$14K Buy
395
+3
+0.8% +$101 ﹤0.01% 234
2022
Q3 		$12K Sell
392
-112
-22% -$3.7K ﹤0.01% 236
2022
Q2 		$16K Buy
504
+2
+0.4% +$69 ﹤0.01% 220
2022
Q1 		$19K Buy
502
+2
+0.4% +$78 ﹤0.01% 247
2021
Q4 		$20K Buy
500
+3
+0.6% +$118 ﹤0.01% 219
2021
Q3 		$19K Hold
497
– – ﹤0.01% 210
2021
Q2 		$18K Buy
497
+385
+344% +$14.1K ﹤0.01% 229
2021
Q1 		$4K Buy
112
+1
+0.9% +$32 ﹤0.01% 281
2020
Q4 		$3K Buy
111
+1
+0.9% +$27 ﹤0.01% 280
2020
Q3 		$3K Hold
110
– – ﹤0.01% 284
2020
Q2 		$3K Sell
110
-6,117
-98% -$139K ﹤0.01% 295
2020
Q1 		$130K Buy
6,227
+6,119
+5,666% +$168K 0.04% 104
2019
Q4 		$3K Hold
108
– – ﹤0.01% 308
2019
Q3 		$3K Buy
108
+1
+0.9% +$28 ﹤0.01% 307
2019
Q2 		$3K Hold
107
– – ﹤0.01% 310
2019
Q1 		$3K Buy
107
+1
+0.9% +$26 ﹤0.01% 285
2018
Q4 		$3K Buy
106
+1
+1% +$26 ﹤0.01% 279
2018
Q3 		$3K Hold
105
– – ﹤0.01% 289
2018
Q2 		$3K Hold
105
– – ﹤0.01% 295
2018
Q1 		$3K Buy
105
+1
+1% +$29 ﹤0.01% 301
2017
Q4 		$3K Hold
104
– – ﹤0.01% 290
2017
Q3 		$3K Buy
104
+1
+1% +$25 ﹤0.01% 252
2017
Q2 		$3K Hold
103
– – ﹤0.01% 253
2017
Q1 		$2K Buy
103
+1
+1% +$24 ﹤0.01% 313
2016
Q4 		$2K Buy
+102
New +$2.19K ﹤0.01% 331

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

Roble Belko & Company's XLF Position: Q1 2024 in Review

Roble Belko & Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 36 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in XLF in Q4 2016 and held it in 28 quarters. The position peaked at $130K in Q1 2020. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Roble Belko & Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Roble Belko & Company sold 36 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $1K.
  • Roble Belko & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 28 quarters.
  • Roble Belko & Company's State Street Financial Select Sector SPDR ETF position peaked at $130K in Q1 2020.
  • 1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Roble Belko & Company's 13F filing for Q1 2024, filed 11 Apr 2024.