Stonebridge Financial Planning Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stonebridge Financial Planning Group’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	–	Sell	-5,998	Closed	-$226K	–	155
2023 Q4	$226K	Sell	5,998 -16,078	-73%	-$557K	0.13%	139
2023 Q3	$732K	Sell	22,076 -7,336	-25%	-$253K	0.47%	56
2023 Q2	$991K	Sell	29,412 -848	-3%	-$27.7K	0.6%	50
2023 Q1	$973K	Buy	+30,260	New	+$1.05M	0.63%	51
2022 Q1	–	Sell	-200	Closed	-$8K	–	369
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	351
2021 Q3	$8K	Sell	200 -96	-32%	-$3.59K	﹤0.01%	360
2021 Q2	$11K	Buy	296 +96	+48%	+$3.51K	0.01%	347
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	373
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	357
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	357
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	361
2020 Q1	$4K	Buy	+200	New	+$5.51K	﹤0.01%	377

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Stonebridge Financial Planning Group's XLF Position: Q1 2024 in Review

Stonebridge Financial Planning Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 5,998 shares — an estimated $226K sold.

Stonebridge Financial Planning Group first reported a position in XLF in Q1 2020 and held it in 12 quarters. The position peaked at $991K in Q2 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Stonebridge Financial Planning Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Stonebridge Financial Planning Group sold 5,998 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $226K.
Stonebridge Financial Planning Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 12 quarters.
Stonebridge Financial Planning Group's State Street Financial Select Sector SPDR ETF position peaked at $991K in Q2 2023.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2024, filed 13 May 2024.