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

626 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
2023 Q1	–	Sell	-6,028	Closed	-$206K	–	119
2022 Q4	$206K	Sell	6,028 -1,154	-16%	-$39K	0.14%	100
2022 Q3	$218K	Buy	7,182 +13	+0.2%	+$430	0.18%	82
2022 Q2	$226K	Buy	7,169 +11	+0.2%	+$380	0.17%	83
2022 Q1	$274K	Buy	7,158 +8	+0.1%	+$313	0.18%	78
2021 Q4	$279K	Buy	+7,150	New	+$281K	0.17%	84
2021 Q1	$274K	Buy	+7,158	New	+$230K	0.18%	78

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

626 Financial's XLF Position: Q1 2023 in Review

626 Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 6,028 shares — an estimated $206K sold.

626 Financial first reported a position in XLF in Q1 2021 and held it in 6 quarters. The position peaked at $279K in Q4 2021. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

626 Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
626 Financial sold 6,028 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $206K.
626 Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
626 Financial's State Street Financial Select Sector SPDR ETF position peaked at $279K in Q4 2021.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on 626 Financial's 13F filing for Q1 2023, filed 12 Apr 2023.