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Steward Partners Investment Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$8.74M Buy
+207,463
New +$8.19M 1.47% 15

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Steward Partners Investment Solutions's XLF Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024: 207,463 shares worth $8.74M. The stake represents 1.47% of the portfolio and ranks #15 among its holdings.

1,518 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Steward Partners Investment Solutions held 207,463 shares of State Street Financial Select Sector SPDR ETF worth $8.74M as of Q1 2024.
  • State Street Financial Select Sector SPDR ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • State Street Financial Select Sector SPDR ETF made up 1.47% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #15 holding.
  • 1,518 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.