ZF
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Zega Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Zega Financial’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 		$1.16M Buy
25,679
+7,491
+41% +$327K 0.18% 40
2024
Q2 		$748K Buy
+18,188
New +$749K 0.13% 63

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 $424B AUM 22.94% 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

Zega Financial's XLF Position: Q3 2024 in Review

Zega Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 41% in Q3 2024, buying an estimated $327K and bringing the position to 25,679 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #40.

Zega Financial first reported a position in XLF in Q2 2024 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

  • Zega Financial held 25,679 shares of State Street Financial Select Sector SPDR ETF worth $1.16M as of Q3 2024.
  • Zega Financial bought 7,491 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $327K.
  • State Street Financial Select Sector SPDR ETF made up 0.18% of Zega Financial's portfolio in Q3 2024, its #40 holding.
  • Zega Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.