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

TrinityPoint Wealth’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 		$8.32M Buy
172,066
+43,026
+33% +$2.08M 1.17% 15
2024
Q3 		$5.85M Buy
129,040
+41,159
+47% +$1.8M 0.84% 25
2024
Q2 		$3.61M Buy
87,881
+19,404
+28% +$799K 0.56% 41
2024
Q1 		$2.88M Buy
68,477
+57,704
+536% +$2.28M 0.48% 54
2023
Q4 		$405K Buy
10,773
+159
+1% +$5.5K 0.07% 211
2023
Q3 		$352K Buy
10,614
+2,582
+32% +$89K 0.07% 214
2023
Q2 		$271K Buy
8,032
+320
+4% +$10.4K 0.05% 233
2023
Q1 		$248K Buy
7,712
+597
+8% +$20.7K 0.05% 236
2022
Q4 		$243K Sell
7,115
-97
-1% -$3.28K 0.06% 238
2022
Q3 		$219K Sell
7,212
-85,504
-92% -$2.83M 0.05% 249
2022
Q2 		$2.92M Sell
92,716
-35,879
-28% -$1.24M 0.64% 41
2022
Q1 		$4.93M Sell
128,595
-8
-0% -$313 0.89% 24
2021
Q4 		$5.02M Sell
128,603
-4,095
-3% -$161K 0.89% 25
2021
Q3 		$4.98M Buy
132,698
+16,075
+14% +$601K 0.95% 22
2021
Q2 		$4.28M Sell
116,623
-7,484
-6% -$274K 0.87% 29
2021
Q1 		$4.23M Buy
124,107
+3,894
+3% +$125K 0.98% 23
2020
Q4 		$3.59M Buy
120,213
+9,727
+9% +$260K 0.86% 29
2020
Q3 		$2.66M Sell
110,486
-2,843
-3% -$69.1K 0.74% 36
2020
Q2 		$2.62M Buy
113,329
+55,884
+97% +$1.27M 0.83% 27
2020
Q1 		$1.2M Buy
57,445
+43,691
+318% +$1.2M 0.47% 57
2019
Q4 		$423K Buy
13,754
+18
+0.1% +$528 0.14% 139
2019
Q3 		$403K Buy
13,736
+2
+0% +$55 0.14% 133
2019
Q2 		$393K Sell
13,734
-297
-2% -$8.04K 0.19% 110
2019
Q1 		$361K Sell
14,031
-705
-5% -$18.2K 0.18% 111
2018
Q4 		$351K Buy
+14,736
New +$383K 0.22% 111

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrinityPoint Wealth's XLF Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 33% in Q4 2024, buying an estimated $2.08M and bringing the position to 172,066 shares worth $8.32M. The position accounts for 1.17% of the portfolio, ranked #15.

TrinityPoint Wealth first reported a position in XLF in Q4 2018 and has held it in 25 quarters since. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • TrinityPoint Wealth held 172,066 shares of State Street Financial Select Sector SPDR ETF worth $8.32M as of Q4 2024.
  • TrinityPoint Wealth bought 43,026 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $2.08M.
  • State Street Financial Select Sector SPDR ETF made up 1.17% of TrinityPoint Wealth's portfolio in Q4 2024, its #15 holding.
  • TrinityPoint Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.