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

Alterity Financial Group’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	$384K	Sell	10,215 -69	-0.7%	-$2.39K	0.55%	48
2023 Q3	$341K	Sell	10,284 -11	-0.1%	-$379	0.54%	50
2023 Q2	$347K	Hold	10,295	–	–	0.5%	52
2023 Q1	$331K	Hold	10,295	–	–	0.48%	51
2022 Q4	$352K	Buy	10,295 +1	+0%	+$34	0.57%	46
2022 Q3	$313K	Hold	10,294	–	–	0.51%	54
2022 Q2	$324K	Buy	+10,294	New	+$356K	0.48%	55
2021 Q4	$409K	Buy	+10,485	New	+$412K	0.44%	61
2021 Q1	$394K	Buy	+10,294	New	+$331K	0.48%	54

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

Alterity Financial Group's XLF Position: Q4 2023 in Review

Alterity Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.67% in Q4 2023, selling an estimated $2.39K and leaving 10,215 shares worth $384K. The position accounts for 0.55% of the portfolio, ranked #48.

Alterity Financial Group first reported a position in XLF in Q1 2021 and has held it in 9 quarters since. The position peaked at $409K in Q4 2021. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Alterity Financial Group held 10,215 shares of State Street Financial Select Sector SPDR ETF worth $384K as of Q4 2023.
Alterity Financial Group sold 69 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $2.39K.
State Street Financial Select Sector SPDR ETF made up 0.55% of Alterity Financial Group's portfolio in Q4 2023, its #48 holding.
Alterity Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $409K in Q4 2021.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.