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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 Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– -$124 – 176
2023
Q1 		– Hold
0
– – – 136
2017
Q4 		– Hold
0
– -$19K – 431
2017
Q3 		– Hold
0
– – – 355
2017
Q2 		– Hold
0
– – – 286
2017
Q1 		– Hold
0
– – – 758

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
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.