SpiderRock Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SpiderRock Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Hold	–	-$40K	–	169
2021 Q4	–	Hold	–	–	–	147
2021 Q1	–	Hold	–	-$204K	–	200
2020 Q4	–	Hold	–	–	–	111
2020 Q3	–	Hold	–	-$180K	–	186
2020 Q2	–	Hold	–	–	–	106
2017 Q4	–	Hold	–	-$79K	–	430
2017 Q3	–	Hold	–	–	–	167
2017 Q2	–	Hold	–	–	–	217
2017 Q1	–	Hold	–	–	–	606

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

SpiderRock Advisors's XLF Position: Q3 2024 in Review

SpiderRock Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.8% in Q3 2024, selling an estimated $35.1K and leaving 9,440 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #656.

SpiderRock Advisors first reported a position in XLF in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

SpiderRock Advisors held 9,440 shares of State Street Financial Select Sector SPDR ETF worth $428K as of Q3 2024.
SpiderRock Advisors sold 804 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $35.1K.
State Street Financial Select Sector SPDR ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #656 holding.
SpiderRock Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
SpiderRock Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.18M in Q1 2024.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.