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

Alta Wealth Advisors’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 Q4	–	Sell	-10,847	Closed	-$360K	–	137
2023 Q3	$360K	Sell	10,847 -1,814	-14%	-$62.5K	0.22%	101
2023 Q2	$427K	Sell	12,661 -221	-2%	-$7.21K	0.25%	102
2023 Q1	$414K	Sell	12,882 -12,519	-49%	-$435K	0.26%	102
2022 Q4	$869K	Buy	25,401 +10,442	+70%	+$353K	0.59%	48
2022 Q3	$454K	Sell	14,959 -493	-3%	-$16.3K	0.32%	96
2022 Q2	$483K	Buy	15,452 +349	+2%	+$12.1K	0.33%	91
2022 Q1	$579K	Buy	15,103 +302	+2%	+$11.8K	0.34%	91
2021 Q4	$578K	Buy	14,801 +25	+0.2%	+$983	0.36%	89
2021 Q3	$555K	Buy	14,776 +121	+0.8%	+$4.53K	0.4%	88
2021 Q2	$538K	Buy	14,655 +259	+2%	+$9.47K	0.39%	93
2021 Q1	$490K	Buy	14,396 +1,000	+7%	+$32.1K	0.41%	90
2020 Q4	$395K	Buy	+13,396	New	+$358K	0.33%	97

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

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

Alta Wealth Advisors's XLF Position: Q4 2023 in Review

Alta Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 10,847 shares — an estimated $360K sold.

Alta Wealth Advisors first reported a position in XLF in Q4 2020 and held it in 12 quarters. The position peaked at $869K in Q4 2022. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Alta Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Alta Wealth Advisors sold 10,847 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $360K.
Alta Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 12 quarters.
Alta Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $869K in Q4 2022.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.