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

VitalStone Financial’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 		$87.4K Sell
1,928
-2,120
-52% -$92.5K 0.06% 147
2024
Q2 		$166K Buy
4,048
+3,482
+615% +$143K 0.12% 115
2024
Q1 		$24K Hold
566
– – 0.02% 217
2023
Q4 		$21K Hold
566
– – 0.02% 225
2023
Q3 		$19K Buy
566
+64
+13% +$2.21K 0.02% 201
2023
Q2 		$16K Sell
502
-1,455
-74% -$47.5K 0.01% 563
2023
Q1 		$77K Buy
1,957
+1,455
+290% +$50.6K 0.06% 92
2022
Q4 		$17K Buy
+502
New +$17K 0.01% 292

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

VitalStone Financial's XLF Position: Q3 2024 in Review

VitalStone Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 52% in Q3 2024, selling an estimated $92.5K and leaving 1,928 shares worth $87.4K. The position accounts for 0.06% of the portfolio, ranked #147.

VitalStone Financial first reported a position in XLF in Q4 2022 and has held it in 8 quarters since. The position peaked at $166K in Q2 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • VitalStone Financial held 1,928 shares of State Street Financial Select Sector SPDR ETF worth $87.4K as of Q3 2024.
  • VitalStone Financial sold 2,120 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $92.5K.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of VitalStone Financial's portfolio in Q3 2024, its #147 holding.
  • VitalStone Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's State Street Financial Select Sector SPDR ETF position peaked at $166K in Q2 2024.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.