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Van Leeuwen & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Van Leeuwen & Company’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
Q1 		$1.11M Sell
26,255
-2,090
-7% -$82.5K 0.56% 57
2023
Q4 		$1.07M Hold
28,345
– – 0.62% 58
2023
Q3 		$940K Hold
28,345
– – 0.59% 47
2023
Q2 		$961K Sell
28,345
-103
-0.4% -$3.36K 0.6% 44
2023
Q1 		$915K Buy
28,448
+1,200
+4% +$41.7K 0.61% 44
2022
Q4 		$932K Hold
27,248
– – 0.64% 40
2022
Q3 		$827K Hold
27,248
– – 0.66% 36
2022
Q2 		$857K Sell
27,248
-165
-0.6% -$5.7K 0.72% 33
2022
Q1 		$1.05M Hold
27,413
– – 0.77% 42
2021
Q4 		$1.07M Buy
27,413
+103
+0.4% +$4.05K 0.6% 43
2021
Q3 		$1.02M Hold
27,310
– – 0.63% 44
2021
Q2 		$1.01M Hold
27,310
– – 0.6% 47
2021
Q1 		$930K Hold
27,310
– – 0.61% 41
2020
Q4 		$805K Buy
27,310
+835
+3% +$22.3K 0.54% 47
2020
Q3 		$637K Buy
26,475
+740
+3% +$18K 0.5% 45
2020
Q2 		$596K Hold
25,735
– – 0.46% 46
2020
Q1 		$536K Buy
25,735
+1,860
+8% +$51.2K 0.51% 49
2019
Q4 		$735K Sell
23,875
-525
-2% -$15.4K 0.61% 51
2019
Q3 		$683K Sell
24,400
-1,860
-7% -$51.3K 0.64% 47
2019
Q2 		$725K Buy
26,260
+1,640
+7% +$44.4K 0.65% 51
2019
Q1 		$633K Buy
24,620
+220
+0.9% +$5.68K 0.59% 54
2018
Q4 		$581K Hold
24,400
– – 0.58% 52
2018
Q3 		$673K Buy
+24,400
New +$683K 0.62% 50

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Van Leeuwen & Company's XLF Position: Q1 2024 in Review

Van Leeuwen & Company reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.4% in Q1 2024, selling an estimated $82.5K and leaving 26,255 shares worth $1.11M. The position accounts for 0.56% of the portfolio, ranked #57.

Van Leeuwen & Company first reported a position in XLF in Q3 2018 and has held it in 23 quarters since. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Van Leeuwen & Company held 26,255 shares of State Street Financial Select Sector SPDR ETF worth $1.11M as of Q1 2024.
  • Van Leeuwen & Company sold 2,090 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $82.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.56% of Van Leeuwen & Company's portfolio in Q1 2024, its #57 holding.
  • Van Leeuwen & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 23 quarters since.
  • 1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.