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SYSTM Wealth Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SYSTM Wealth 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
Q3 		$1.99K Sell
44
-9
-17% -$393 0.06% 60
2024
Q2 		$2.17K Buy
53
+1
+2% +$41 ﹤0.01% 613
2024
Q1 		$2.21K Sell
52
-342
-87% -$13.5K ﹤0.01% 896
2023
Q4 		$14.8K Buy
+394
New +$13.6K ﹤0.01% 780

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SYSTM Wealth Solutions's XLF Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q3 2024, selling an estimated $393 and leaving 44 shares worth $1.99K. The position accounts for 0.06% of the portfolio, ranked #60.

SYSTM Wealth Solutions first reported a position in XLF in Q4 2023 and has held it in 4 quarters since. The position peaked at $14.8K in Q4 2023. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • SYSTM Wealth Solutions held 44 shares of State Street Financial Select Sector SPDR ETF worth $1.99K as of Q3 2024.
  • SYSTM Wealth Solutions sold 9 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $393.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #60 holding.
  • SYSTM Wealth Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's State Street Financial Select Sector SPDR ETF position peaked at $14.8K in Q4 2023.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.