Sugarloaf Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sugarloaf Wealth 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 Q4	$3.6K	Hold	75	–	–	﹤0.01%	594
2024 Q3	$3.38K	Hold	75	–	–	﹤0.01%	596
2024 Q2	$3.06K	Hold	75	–	–	﹤0.01%	560
2024 Q1	$3.14K	Hold	75	–	–	﹤0.01%	567
2023 Q4	$2.8K	Sell	75 -582	-89%	-$20.1K	﹤0.01%	583
2023 Q3	$21.8K	Buy	657 +3	+0.5%	+$103	0.01%	374
2023 Q2	$22.1K	Buy	654 +298	+84%	+$9.73K	0.01%	376
2023 Q1	$11.5K	Buy	356 +1	+0.3%	+$35	﹤0.01%	456
2022 Q4	$12.1K	Sell	355 -236	-40%	-$7.98K	﹤0.01%	473
2022 Q3	$18K	Buy	591 +1	+0.2%	+$33	﹤0.01%	438
2022 Q2	$19K	Buy	590 +2	+0.3%	+$69	﹤0.01%	427
2022 Q1	$23K	Buy	588 +276	+88%	+$10.8K	0.01%	389
2021 Q4	$12K	Hold	312	–	–	﹤0.01%	493
2021 Q3	$12K	Hold	312	–	–	﹤0.01%	502
2021 Q2	$11K	Sell	312 -488	-61%	-$17.9K	﹤0.01%	494
2021 Q1	$11	Buy	800 +488	+156%	+$15.7K	﹤0.01%	490
2020 Q4	$9K	Hold	312	–	–	﹤0.01%	492
2020 Q3	$8K	Hold	312	–	–	﹤0.01%	479
2020 Q2	$7K	Hold	312	–	–	﹤0.01%	489
2020 Q1	$6K	Hold	312	–	–	﹤0.01%	498
2019 Q4	$10K	Buy	+312	New	+$9.16K	﹤0.01%	468

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

Sugarloaf Wealth Management's XLF Position: Q4 2024 in Review

Sugarloaf Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2024 at 75 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Sugarloaf Wealth Management first reported a position in XLF in Q4 2019 and has held it in 21 quarters since. The position peaked at $23K in Q1 2022. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Sugarloaf Wealth Management held 75 shares of State Street Financial Select Sector SPDR ETF worth $3.6K as of Q4 2024.
Sugarloaf Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #594 holding.
Sugarloaf Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $23K in Q1 2022.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.