Security National Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-400
Closed -$16.4K 294
2024
Q2
$16.4K Buy
+400
New +$16.5K ﹤0.01% 236

Other funds holding XLF

Security National Bank's XLF Position: Q3 2024 in Review

Security National Bank sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 400 shares — an estimated $16.4K sold.

Security National Bank first reported a position in XLF in Q2 2024 and held it in 1 quarter. The position peaked at $16.4K in Q2 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Security National Bank reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Security National Bank sold 400 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $16.4K.
  • Security National Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Security National Bank's State Street Financial Select Sector SPDR ETF position peaked at $16.4K in Q2 2024.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Security National Bank's 13F filing for Q3 2024, filed 7 Oct 2024.