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

Welch 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 Q1	–	Sell	-413,828	Closed	-$15.6M	–	246
2023 Q4	$15.6M	Buy	413,828 +384,962	+1,334%	+$13.3M	0.84%	32
2023 Q3	$957K	Buy	+28,866	New	+$995K	0.06%	83
2023 Q2	–	Sell	-9,556	Closed	-$307K	–	225
2023 Q1	$307K	Sell	9,556 -53,624	-85%	-$1.86M	0.02%	151
2022 Q4	$2.16M	Buy	+63,180	New	+$2.14M	0.12%	67
2020 Q4	–	Sell	-9,935	Closed	-$239K	–	151
2020 Q3	$239K	Buy	+9,935	New	+$242K	0.02%	129
2017 Q1	–	Sell	-6,237	Closed	-$145K	–	135
2016 Q4	$145K	Buy	+6,237	New	+$134K	0.03%	111
2015 Q4	–	Sell	-6,667	Closed	-$133K	–	153
2015 Q3	$133K	Buy	+6,667	New	+$141K	0.03%	128

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Welch Group's XLF Position: Q1 2024 in Review

Welch Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 413,828 shares — an estimated $15.6M sold.

Welch Group first reported a position in XLF in Q3 2015 and held it in 7 quarters. The position peaked at $15.6M in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Welch Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Welch Group sold 413,828 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $15.6M.
Welch Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and held it in 7 quarters.
Welch Group's State Street Financial Select Sector SPDR ETF position peaked at $15.6M in Q4 2023.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Welch Group's 13F filing for Q1 2024, filed 9 Apr 2024.