Wilbanks Smith & Thomas Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	$603K	Sell	14,309 -752	-5%	-$29.7K	0.02%	317
2023 Q4	$566K	Buy	15,061 +6	+0%	+$208	0.02%	315
2023 Q3	$499K	Buy	15,055 +5	+0%	+$172	0.02%	312
2023 Q2	$507K	Sell	15,050 -461	-3%	-$15K	0.02%	312
2023 Q1	$499K	Buy	15,511 +1,851	+14%	+$64.3K	0.02%	306
2022 Q4	$467K	Buy	+13,660	New	+$462K	0.02%	318
2018 Q4	–	Sell	-2,345	Closed	-$65K	–	1321
2018 Q3	$65K	Buy	+2,345	New	+$65.6K	﹤0.01%	627

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 $445B AUM 25.58% 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

Wilbanks Smith & Thomas Asset Management's XLF Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5% in Q1 2024, selling an estimated $29.7K and leaving 14,309 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #317.

Wilbanks Smith & Thomas Asset Management first reported a position in XLF in Q3 2018 and has held it in 7 quarters since. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 14,309 shares of State Street Financial Select Sector SPDR ETF worth $603K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 752 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $29.7K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #317 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 7 quarters since.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.