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SPX Gestao de Recursos’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SPX Gestao de Recursos’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
-344,320
Closed -$15.6M – 114
2024
Q3 		$15.6M Buy
344,320
+50,813
+17% +$2.22M 2.06% 12
2024
Q2 		$12.1M Sell
293,507
-2,493
-0.8% -$103K 1.8% 14
2024
Q1 		$12.5M Buy
+296,000
New +$11.7M 1.09% 24
2023
Q4 		– Sell
-393,149
Closed -$13M – 112
2023
Q3 		$13M Buy
+393,149
New +$13.5M 0.69% 35
2023
Q2 		– Sell
-1,061,643
Closed -$34.1M – 120
2023
Q1 		$34.1M Buy
+1,061,643
New +$36.9M 2.26% 10
2021
Q4 		– Sell
-1,033,000
Closed -$38.8M – 66
2021
Q3 		$38.8M Sell
1,033,000
-2,584,414
-71% -$96.7M 7.31% 5
2021
Q2 		$133M Buy
+3,617,414
New +$132M 16.5% 1
2021
Q1 		– Sell
-1,368,000
Closed -$40.3M – 123
2020
Q4 		$40.3M Buy
+1,368,000
New +$36.6M 4.16% 3
2019
Q1 		– Sell
-323,400
Closed -$7.7M – 49
2018
Q4 		$7.7M Buy
+323,400
New +$8.4M 2.17% 15
2014
Q2 		– Sell
-624,252
Closed -$12.2M – 62
2014
Q1 		$12.2M Sell
624,252
-672,096
-52% -$12.8M 4.04% 5
2013
Q4 		$24.9M Sell
1,296,348
-896,198
-41% -$16.5M 10.71% 3
2013
Q3 		$38.3M Buy
2,192,546
+362,248
+20% +$6.42M 12% 3
2013
Q2 		$31.2M Buy
+1,830,298
New +$30.7M 14.29% 2

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

SPX Gestao de Recursos's XLF Position: Q4 2024 in Review

SPX Gestao de Recursos sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 344,320 shares — an estimated $15.6M sold.

SPX Gestao de Recursos first reported a position in XLF in Q2 2013 and held it in 13 quarters. The position peaked at $133M in Q2 2021. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • SPX Gestao de Recursos reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • SPX Gestao de Recursos sold 344,320 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $15.6M.
  • SPX Gestao de Recursos first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 13 quarters.
  • SPX Gestao de Recursos's State Street Financial Select Sector SPDR ETF position peaked at $133M 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 SPX Gestao de Recursos's 13F filing for Q4 2024, filed 7 Feb 2025.