Ahrens Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ahrens Investment Partners’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	$39K	Buy	+1,214	New	+$42.2K	0.02%	361
2022 Q3	–	Sell	-1,219	Closed	-$38K	–	935
2022 Q2	$38K	Hold	1,219	–	–	0.02%	388
2022 Q1	$47K	Sell	1,219 -2,185	-64%	-$85.4K	0.01%	407
2021 Q4	$133K	Buy	+3,404	New	+$134K	0.06%	247
2018 Q4	–	Sell	-7,976	Closed	-$220K	–	195
2018 Q3	$220K	Sell	7,976 -793	-9%	-$22.2K	0.08%	156
2018 Q2	$233K	Buy	+8,769	New	+$242K	0.1%	134

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

Ahrens Investment Partners's XLF Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023: 1,214 shares worth $39K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in XLF as recently as Q2 2022.

Ahrens Investment Partners first reported a position in XLF in Q2 2018 and has held it in 6 quarters since. The position peaked at $233K in Q2 2018. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Ahrens Investment Partners held 1,214 shares of State Street Financial Select Sector SPDR ETF worth $39K as of Q1 2023.
State Street Financial Select Sector SPDR ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street Financial Select Sector SPDR ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #361 holding.
Ahrens Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 6 quarters since.
Ahrens Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $233K in Q2 2018.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.