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Texas Capital Bank Wealth Management Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Texas Capital Bank Wealth Management Services’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 		– Sell
-7,756
Closed -$319K – 238
2024
Q2 		$319K Sell
7,756
-1,004
-11% -$41.3K 0.03% 151
2024
Q1 		$369K Buy
+8,760
New +$346K 0.04% 135
2023
Q3 		– Sell
-10,596
Closed -$357K – 245
2023
Q2 		$357K Sell
10,596
-260,641
-96% -$8.51M 0.04% 140
2023
Q1 		$8.72M Sell
271,237
-193,454
-42% -$6.72M 1.01% 30
2022
Q4 		$15.9M Buy
+464,691
New +$15.7M 1.94% 8
2022
Q2 		– Sell
-7,823
Closed -$300K – 178
2022
Q1 		$300K Hold
7,823
– – 0.03% 135
2021
Q4 		$305K Sell
7,823
-657
-8% -$25.8K 0.03% 133
2021
Q3 		$318K Sell
8,480
-397,340
-98% -$14.9M 0.03% 122
2021
Q2 		$14.9M Buy
405,820
+185,953
+85% +$6.8M 1.86% 10
2021
Q1 		$7.49M Buy
219,867
+17,839
+9% +$573K 1.07% 18
2020
Q4 		$5.96M Buy
+202,028
New +$5.4M 0.88% 29
2020
Q2 		– Sell
-79,920
Closed -$1.66M – 114
2020
Q1 		$1.66M Buy
+79,920
New +$2.2M 0.47% 43

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

Texas Capital Bank Wealth Management Services's XLF Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 7,756 shares — an estimated $319K sold.

Texas Capital Bank Wealth Management Services first reported a position in XLF in Q1 2020 and held it in 12 quarters. The position peaked at $15.9M in Q4 2022. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Texas Capital Bank Wealth Management Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 7,756 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $319K.
  • Texas Capital Bank Wealth Management Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 12 quarters.
  • Texas Capital Bank Wealth Management Services's State Street Financial Select Sector SPDR ETF position peaked at $15.9M in Q4 2022.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.