Voisard Asset Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Voisard Asset Management Group’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	–	Sell	-22	Closed	-$998	–	691
2024 Q3	$998	Buy	+22	New	+$960	﹤0.01%	459

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Voisard Asset Management Group's XLF Position: Q4 2024 in Review

Voisard Asset Management Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 22 shares — an estimated $998 sold.

Voisard Asset Management Group first reported a position in XLF in Q3 2024 and held it in 1 quarter. The position peaked at $998 in Q3 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Voisard Asset Management Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 22 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $998.
Voisard Asset Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
Voisard Asset Management Group's State Street Financial Select Sector SPDR ETF position peaked at $998 in Q3 2024.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.