Steph & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Steph & Co’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	-192	Closed	-$8.7K	–	304
2024 Q3	$8.7K	Buy	+192	New	+$8.38K	﹤0.01%	268
2023 Q4	–	Sell	-3,652	Closed	-$121K	–	296
2023 Q3	$121K	Buy	+3,652	New	+$126K	0.07%	141
2022 Q3	–	Sell	-419	Closed	-$13K	–	235
2022 Q2	$13K	Hold	419	–	–	0.01%	200
2022 Q1	$16K	Hold	419	–	–	0.01%	253
2021 Q4	$16K	Hold	419	–	–	0.01%	269
2021 Q3	$16K	Hold	419	–	–	0.01%	234
2021 Q2	$15K	Sell	419 -382	-48%	-$14K	0.01%	205
2021 Q1	$27K	Hold	801	–	–	0.02%	179
2020 Q4	$24K	Hold	801	–	–	0.02%	187
2020 Q3	$19K	Hold	801	–	–	0.02%	183
2020 Q2	$19K	Hold	801	–	–	0.02%	185
2020 Q1	$17K	Hold	801	–	–	0.02%	187
2019 Q4	$25K	Buy	+801	New	+$23.5K	0.02%	185

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Steph & Co's XLF Position: Q4 2024 in Review

Steph & Co sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 192 shares — an estimated $8.7K sold.

Steph & Co first reported a position in XLF in Q4 2019 and held it in 13 quarters. The position peaked at $121K in Q3 2023. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Steph & Co reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Steph & Co sold 192 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $8.7K.
Steph & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 13 quarters.
Steph & Co's State Street Financial Select Sector SPDR ETF position peaked at $121K in Q3 2023.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Steph & Co's 13F filing for Q4 2024, filed 14 Jan 2025.