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

Zurich Insurance 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 Q3	–	Sell	-9,905	Closed	-$414K	–	256
2024 Q2	$414K	Sell	9,905 -260,220	-96%	-$10.7M	﹤0.01%	228
2024 Q1	$11.3M	Sell	270,125 -1,213	-0.4%	-$47.9K	0.1%	121
2023 Q4	$10.2M	Buy	271,338 +20,000	+8%	+$692K	0.1%	124
2023 Q3	$8.35M	Buy	251,338 +10,200	+4%	+$351K	0.09%	127
2023 Q2	$8.34M	Sell	241,138 -14,118	-6%	-$461K	0.09%	110
2023 Q1	$8.18M	Sell	255,256 -25,458	-9%	-$885K	0.1%	111
2022 Q4	$8.5M	Sell	280,714 -70,674	-20%	-$2.39M	0.12%	94
2022 Q3	$10.6M	Sell	351,388 -95,483	-21%	-$3.16M	0.17%	90
2022 Q2	$14.1M	Buy	446,871 +39,310	+10%	+$1.36M	0.21%	101
2022 Q1	$15.6M	Buy	407,561 +23,320	+6%	+$911K	0.19%	83
2021 Q4	$15M	Sell	384,241 -37,910	-9%	-$1.49M	0.17%	73
2021 Q3	$14.8M	Buy	422,151 +54,950	+15%	+$2.06M	0.18%	77
2021 Q2	$12.9M	Buy	367,201 +71,505	+24%	+$2.62M	0.16%	78
2021 Q1	$10.4M	Buy	295,696 +66,320	+29%	+$2.13M	0.15%	69
2020 Q4	$7.09M	Sell	229,376 -2,150	-0.9%	-$57.5K	0.1%	78
2020 Q3	$5.57M	Sell	231,526 -10,510	-4%	-$256K	0.1%	71
2020 Q2	$5.18M	Sell	242,036 -3,585	-1%	-$81.4K	0.09%	75
2020 Q1	$5.26M	Buy	245,621 +52,505	+27%	+$1.45M	0.11%	80
2019 Q4	$5.92M	Buy	193,116 +167,233	+646%	+$4.91M	0.11%	110
2019 Q3	$725K	Sell	25,883 -11,337	-30%	-$313K	0.01%	467
2019 Q2	$1.03M	Sell	37,220 -10,896	-23%	-$295K	0.02%	367
2019 Q1	$1.24M	Sell	48,116 -170,169	-78%	-$4.39M	0.03%	309
2018 Q4	$5.17M	Buy	218,285 +96,224	+79%	+$2.5M	0.12%	200
2018 Q3	$3.37M	Buy	122,061 +85,921	+238%	+$2.4M	0.07%	270
2018 Q2	$961K	Sell	36,140 -85,539	-70%	-$2.36M	0.02%	397
2018 Q1	$3.33M	Buy	121,679 +6,828	+6%	+$197K	0.08%	311
2017 Q4	$3.21M	Buy	114,851 +11,660	+11%	+$314K	0.08%	319
2017 Q3	$2.67M	Buy	+103,191	New	+$2.57M	0.07%	306
2017 Q2	–	Sell	-146,651	Closed	-$3.48M	–	584
2017 Q1	$3.48M	Buy	146,651 +56,838	+63%	+$1.36M	0.1%	246
2016 Q4	$2.09M	Buy	+89,813	New	+$1.93M	0.07%	313
2016 Q2	–	Sell	-144,620	Closed	-$2.87M	–	378
2016 Q1	$2.87M	Buy	144,620 +78,139	+118%	+$1.49M	0.1%	226
2015 Q4	$1.39M	Sell	66,481 -67,170	-50%	-$1.41M	0.05%	253
2015 Q3	$2.66M	Buy	+133,651	New	+$2.83M	0.1%	160

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zurich Insurance Group's XLF Position: Q3 2024 in Review

Zurich Insurance Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 9,905 shares — an estimated $414K sold.

Zurich Insurance Group first reported a position in XLF in Q3 2015 and held it in 33 quarters. The position peaked at $15.6M in Q1 2022. 1,585 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

Zurich Insurance Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Zurich Insurance Group sold 9,905 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $414K.
Zurich Insurance Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and held it in 33 quarters.
Zurich Insurance Group's State Street Financial Select Sector SPDR ETF position peaked at $15.6M in Q1 2022.
1,585 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on Zurich Insurance Group's 13F filing for Q3 2024, filed 14 Nov 2024.