Aaron Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-272,000
Closed -$9.3M 267
2022
Q4
$9.3M Buy
+272,000
New +$9.2M 1.36% 12

Other funds holding XLF

Aaron Wealth Advisors's XLF Position: Q4 2022 in Review

Aaron Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 30,605 shares — an estimated $1.04M sold.

Aaron Wealth Advisors first reported a position in XLF in Q1 2022 and held it in 3 quarters. The position peaked at $1.62M in Q1 2022. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

  • Aaron Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 30,605 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $1.04M.
  • Aaron Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Aaron Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.62M in Q1 2022.
  • 1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Aaron Wealth Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.