St. Louis Financial Planners Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

St. Louis Financial Planners Asset Management’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 Q3	–	Sell	-37,171	Closed	-$1.53M	–	42
2024 Q2	$1.53M	Buy	+37,171	New	+$1.53M	1.32%	30
2024 Q1	–	Sell	-39,399	Closed	-$1.48M	–	45
2023 Q4	$1.48M	Buy	+39,399	New	+$1.36M	1.38%	30
2023 Q2	–	Sell	-38,147	Closed	-$1.23M	–	44
2023 Q1	$1.23M	Buy	+38,147	New	+$1.33M	1.39%	33

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 $424B AUM 22.96% 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

St. Louis Financial Planners Asset Management's XLF Position: Q3 2024 in Review

St. Louis Financial Planners Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 37,171 shares — an estimated $1.53M sold.

St. Louis Financial Planners Asset Management first reported a position in XLF in Q1 2023 and held it in 3 quarters. The position peaked at $1.53M in Q2 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

St. Louis Financial Planners Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 37,171 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $1.53M.
St. Louis Financial Planners Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
St. Louis Financial Planners Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.53M 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 St. Louis Financial Planners Asset Management's 13F filing for Q3 2024, filed 8 Oct 2024.