Wellington Wealth Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wellington Wealth Strategies’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	$210K	Sell	4,060 -504	-11%	-$24.4K	0.19%	64
2024 Q3	$212K	Buy	+4,564	New	+$199K	0.16%	68
2024 Q2	–	Sell	-5,105	Closed	-$215K	–	182
2024 Q1	$215K	Sell	5,105 -9,586	-65%	-$378K	0.1%	133
2023 Q4	$552K	Buy	+14,691	New	+$509K	0.47%	41
2020 Q4	$552K	Buy	+14,691	New	+$393K	0.47%	41

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

Wellington Wealth Strategies's XLF Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q4 2024, selling an estimated $24.4K and leaving 4,060 shares worth $210K. The position accounts for 0.19% of the portfolio, ranked #64.

Wellington Wealth Strategies first reported a position in XLF in Q4 2020 and has held it in 5 quarters since. The position peaked at $552K in Q4 2023. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Wellington Wealth Strategies held 4,060 shares of State Street Financial Select Sector SPDR ETF worth $210K as of Q4 2024.
Wellington Wealth Strategies sold 504 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $24.4K.
State Street Financial Select Sector SPDR ETF made up 0.19% of Wellington Wealth Strategies's portfolio in Q4 2024, its #64 holding.
Wellington Wealth Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 5 quarters since.
Wellington Wealth Strategies's State Street Financial Select Sector SPDR ETF position peaked at $552K in Q4 2023.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.