Sanctuary Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sanctuary Wealth Management’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 Q4	$2.03K	Hold	42	–	–	﹤0.01%	233
2024 Q3	$1.9K	Hold	42	–	–	﹤0.01%	235
2024 Q2	$1.73K	Hold	42	–	–	﹤0.01%	221
2024 Q1	$1.77K	Hold	42	–	–	﹤0.01%	211
2023 Q4	$1.58K	Hold	42	–	–	﹤0.01%	220
2023 Q3	$1.39K	Hold	42	–	–	﹤0.01%	214
2023 Q2	$1.42K	Buy	+42	New	+$1.37K	﹤0.01%	220
2022 Q4	$1.44K	Buy	+42	New	+$1.42K	﹤0.01%	202
2021 Q3	–	Sell	-109,314	Closed	-$4.01M	–	40
2021 Q2	$4.01M	Buy	+109,314	New	+$4M	4.81%	9

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sanctuary Wealth Management's XLF Position: Q4 2024 in Review

Sanctuary Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2024 at 42 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Sanctuary Wealth Management first reported a position in XLF in Q2 2021 and has held it in 9 quarters since. The position peaked at $4.01M in Q2 2021. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Sanctuary Wealth Management held 42 shares of State Street Financial Select Sector SPDR ETF worth $2.03K as of Q4 2024.
Sanctuary Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #233 holding.
Sanctuary Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 9 quarters since.
Sanctuary Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.01M in Q2 2021.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.