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Advanced Research Investment Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-2,488
Closed -$76K – 158
2022
Q3 		$76K Hold
2,488
– – 0.05% 74
2022
Q2 		$78K Sell
2,488
-2,879
-54% -$99.5K 0.04% 41
2022
Q1 		$206K Buy
+5,367
New +$210K 0.09% 37

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advanced Research Investment Solutions's XLF Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 2,488 shares — an estimated $76K sold.

Advanced Research Investment Solutions first reported a position in XLF in Q1 2022 and held it in 3 quarters. The position peaked at $206K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 2,488 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $76K.
  • Advanced Research Investment Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Advanced Research Investment Solutions's State Street Financial Select Sector SPDR ETF position peaked at $206K 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 Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.