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

Sowa Financial 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
Q4 		– Sell
-19,874
Closed -$901K – 34
2024
Q3 		$901K Sell
19,874
-3,462
-15% -$151K 0.57% 25
2024
Q2 		$959K Sell
23,336
-2,879
-11% -$118K 0.73% 24
2024
Q1 		$986K Hold
26,215
– – 0.8% 22
2023
Q4 		$986K Sell
26,215
-5,791
-18% -$200K 0.8% 22
2023
Q3 		$1.06M Sell
32,006
-1,021
-3% -$35.2K 0.8% 25
2023
Q2 		$1.11M Hold
33,027
– – 0.76% 26
2023
Q1 		$1.06M Sell
33,027
-1,647
-5% -$57.2K 0.76% 27
2022
Q4 		$1.19M Buy
34,674
+118
+0.3% +$3.99K 0.89% 26
2022
Q3 		$1.05M Sell
34,556
-73
-0.2% -$2.41K 0.83% 27
2022
Q2 		$1.09M Buy
34,629
+35
+0.1% +$1.21K 0.83% 27
2022
Q1 		$1.33M Buy
34,594
+1,002
+3% +$39.2K 0.79% 29
2021
Q4 		$1.31M Sell
33,592
-773
-2% -$30.4K 0.77% 30
2021
Q3 		$1.29M Buy
34,365
+3,870
+13% +$145K 0.84% 29
2021
Q2 		$1.12M Buy
30,495
+4,307
+16% +$158K 0.83% 27
2021
Q1 		$892K Buy
26,188
+23,778
+987% +$764K 0.63% 27
2020
Q4 		$71K Hold
2,410
– – 0.05% 109
2020
Q3 		$58K Hold
2,410
– – 0.04% 114
2020
Q2 		$56K Hold
2,410
– – 0.04% 111
2020
Q1 		$50K Hold
2,410
– – 0.04% 110
2019
Q4 		$74K Buy
+2,410
New +$70.7K 0.06% 95

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowa Financial Group's XLF Position: Q4 2024 in Review

Sowa Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 19,874 shares — an estimated $901K sold.

Sowa Financial Group first reported a position in XLF in Q4 2019 and held it in 20 quarters. The position peaked at $1.33M in Q1 2022. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Sowa Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Sowa Financial Group sold 19,874 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $901K.
  • Sowa Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 20 quarters.
  • Sowa Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $1.33M in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Sowa Financial Group's 13F filing for Q4 2024, filed 16 Jan 2025.