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Waller Financial Planning Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Waller Financial Planning 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
Q3 		– Sell
-6,650
Closed -$273K – 74
2024
Q2 		$273K Buy
+6,650
New +$274K 0.07% 58

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

Waller Financial Planning Group's XLF Position: Q3 2024 in Review

Waller Financial Planning Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 6,650 shares — an estimated $273K sold.

Waller Financial Planning Group first reported a position in XLF in Q2 2024 and held it in 1 quarter. The position peaked at $273K in Q2 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Waller Financial Planning Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Waller Financial Planning Group sold 6,650 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $273K.
  • Waller Financial Planning Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Waller Financial Planning Group's State Street Financial Select Sector SPDR ETF position peaked at $273K 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 Waller Financial Planning Group's 13F filing for Q3 2024, filed 2 Oct 2024.