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

Winton 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
-1,685,226
Closed -$63.4M – 896
2023
Q4 		$63.4M Buy
1,685,226
+744,011
+79% +$25.8M 4.61% 4
2023
Q3 		$31.2M Buy
+941,215
New +$32.4M 2.57% 4
2023
Q2 		– Sell
-534,304
Closed -$17.2M – 1158
2023
Q1 		$17.2M Sell
534,304
-734,730
-58% -$25.5M 1.05% 6
2022
Q4 		$43.4M Buy
+1,269,034
New +$42.9M 2.86% 2
2022
Q3 		– Sell
-378,125
Closed -$11.9M – 1105
2022
Q2 		$11.9M Sell
378,125
-314,917
-45% -$10.9M 0.63% 16
2022
Q1 		$26.6M Buy
693,042
+687,356
+12,089% +$26.9M 1.39% 3
2021
Q4 		$222K Buy
+5,686
New +$223K 0.01% 920
2021
Q3 		– Sell
-711,582
Closed -$26.1M – 1498
2021
Q2 		$26.1M Sell
711,582
-939,417
-57% -$34.4M 1.4% 5
2021
Q1 		$56.2M Buy
1,650,999
+569,963
+53% +$18.3M 3.21% 3
2020
Q4 		$31.9M Sell
1,081,036
-488,898
-31% -$13.1M 2.3% 2
2020
Q3 		$37.8M Buy
1,569,934
+1,245,166
+383% +$30.3M 1.23% 2
2020
Q2 		$7.51M Buy
+324,768
New +$7.37M 0.19% 91

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Winton Group's XLF Position: Q1 2024 in Review

Winton Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 1,685,226 shares — an estimated $63.4M sold.

Winton Group first reported a position in XLF in Q2 2020 and held it in 12 quarters. The position peaked at $63.4M in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Winton Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 1,685,226 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $63.4M.
  • Winton Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 12 quarters.
  • Winton Group's State Street Financial Select Sector SPDR ETF position peaked at $63.4M 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 Winton Group's 13F filing for Q1 2024, filed 14 May 2024.