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Wetzel Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wetzel Investment Advisors’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
-7,274
Closed -$306K – 909
2024
Q2 		$306K Buy
7,274
+66
+0.9% +$2.72K 0.18% 89
2024
Q1 		$287K Sell
7,208
-286
-4% -$11.3K 0.17% 90
2023
Q4 		$282K Buy
+7,494
New +$259K 0.17% 90

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

Wetzel Investment Advisors's XLF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 7,274 shares — an estimated $306K sold.

Wetzel Investment Advisors first reported a position in XLF in Q4 2023 and held it in 3 quarters. The position peaked at $306K in Q2 2024. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 7,274 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $306K.
  • Wetzel Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $306K 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 Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.