Sweet Financial Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sweet Financial Partners’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	$904K	Sell	19,955 -37	-0.2%	-$1.61K	0.2%	86
2024 Q2	$822K	Buy	19,992 +37	+0.2%	+$1.52K	0.19%	85
2024 Q1	$841K	Hold	19,955	–	–	0.19%	86
2023 Q4	$750K	Hold	19,955	–	–	0.18%	89
2023 Q3	$662K	Hold	19,955	–	–	0.18%	83
2023 Q2	$673K	Hold	19,955	–	–	0.18%	87
2023 Q1	$642K	Hold	19,955	–	–	0.18%	88
2022 Q4	$682K	Hold	19,955	–	–	0.2%	77
2022 Q3	$606K	Hold	19,955	–	–	0.19%	76
2022 Q2	$628K	Buy	19,955 +2,315	+13%	+$80K	0.2%	74
2022 Q1	$676K	Buy	17,640 +30	+0.2%	+$1.17K	0.18%	70
2021 Q4	$688K	Buy	+17,610	New	+$692K	0.29%	50

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sweet Financial Partners's XLF Position: Q3 2024 in Review

Sweet Financial Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.19% in Q3 2024, selling an estimated $1.61K and leaving 19,955 shares worth $904K. The position accounts for 0.2% of the portfolio, ranked #86.

Sweet Financial Partners first reported a position in XLF in Q4 2021 and has held it in 12 quarters since. 1,588 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Sweet Financial Partners held 19,955 shares of State Street Financial Select Sector SPDR ETF worth $904K as of Q3 2024.
Sweet Financial Partners sold 37 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $1.61K.
State Street Financial Select Sector SPDR ETF made up 0.2% of Sweet Financial Partners's portfolio in Q3 2024, its #86 holding.
Sweet Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.