WR Wealth Planners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WR Wealth Planners’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	$10.1K	Hold	209	–	–	﹤0.01%	589
2024 Q3	$9.47K	Hold	209	–	–	﹤0.01%	639
2024 Q2	$8.59K	Hold	209	–	–	﹤0.01%	626
2024 Q1	$8.8K	Buy	+209	New	+$8.25K	﹤0.01%	620
2023 Q4	–	Sell	-2,741	Closed	-$90.9K	–	874
2023 Q3	$90.9K	Hold	2,741	–	–	0.03%	253
2023 Q2	$92.4K	Buy	2,741 +2,136	+353%	+$69.7K	0.04%	251
2023 Q1	$19.5K	Buy	605 +445	+278%	+$15.5K	0.01%	436
2022 Q4	$5.47K	Hold	160	–	–	﹤0.01%	322
2022 Q3	$4.86K	Sell	160 -32	-17%	-$1.06K	﹤0.01%	315
2022 Q2	$6.04K	Buy	192 +32	+20%	+$1.11K	﹤0.01%	326
2022 Q1	$6.13K	Buy	+160	New	+$6.25K	﹤0.01%	340

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 $1.88B AUM 29.07% 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

WR Wealth Planners's XLF Position: Q4 2024 in Review

WR Wealth Planners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2024 at 209 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

WR Wealth Planners first reported a position in XLF in Q1 2022 and has held it in 11 quarters since. The position peaked at $92.4K in Q2 2023. 1,773 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

WR Wealth Planners held 209 shares of State Street Financial Select Sector SPDR ETF worth $10.1K as of Q4 2024.
WR Wealth Planners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #589 holding.
WR Wealth Planners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's State Street Financial Select Sector SPDR ETF position peaked at $92.4K in Q2 2023.
1,773 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.