American Portfolios Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

American Portfolios 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
2022 Q3	$4.92M	Sell	162,045 -58,926	-27%	-$1.95M	0.21%	95
2022 Q2	$6.95M	Sell	220,971 -8,483	-4%	-$293K	0.29%	58
2022 Q1	$8.79M	Buy	229,454 +19,265	+9%	+$753K	0.3%	57
2021 Q4	$8.21M	Buy	210,189 +14,489	+7%	+$570K	0.28%	64
2021 Q3	$7.35M	Buy	195,700 +10,116	+5%	+$378K	0.28%	68
2021 Q2	$6.81M	Sell	185,584 -2,494	-1%	-$91.2K	0.26%	73
2021 Q1	$6.4M	Buy	188,078 +67,713	+56%	+$2.17M	0.28%	69
2020 Q4	$3.55M	Buy	120,365 +11,604	+11%	+$310K	0.18%	109
2020 Q3	$2.62M	Sell	108,761 -5,770	-5%	-$140K	0.15%	132
2020 Q2	$2.65M	Sell	114,531 -8,974	-7%	-$204K	0.17%	125
2020 Q1	$2.57M	Sell	123,505 -63,905	-34%	-$1.76M	0.21%	107
2019 Q4	$5.77M	Sell	187,410 -68,314	-27%	-$2M	0.41%	46
2019 Q3	$7.16M	Buy	255,724 +30,846	+14%	+$851K	0.59%	27
2019 Q2	$6.21M	Sell	224,878 -28,756	-11%	-$779K	0.52%	32
2019 Q1	$6.52M	Sell	253,634 -1,637	-0.6%	-$42.2K	0.61%	27
2018 Q4	$6.08M	Buy	255,271 +21	+0%	+$545	0.75%	18
2018 Q3	$7.04M	Buy	255,250 +5,098	+2%	+$143K	0.81%	17
2018 Q2	$6.65M	Sell	250,152 -6,529	-3%	-$180K	0.91%	13
2018 Q1	$7.08M	Sell	256,681 -9,780	-4%	-$282K	1.05%	11
2017 Q4	$7.44M	Buy	+266,461	New	+$7.17M	1.18%	9

Other funds holding XLF

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

American Portfolios Advisors's XLF Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q3 2022, selling an estimated $1.95M and leaving 162,045 shares worth $4.92M. The position accounts for 0.21% of the portfolio, ranked #95.

American Portfolios Advisors first reported a position in XLF in Q4 2017 and has held it in 20 quarters since. The position peaked at $8.79M in Q1 2022. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

American Portfolios Advisors held 162,045 shares of State Street Financial Select Sector SPDR ETF worth $4.92M as of Q3 2022.
American Portfolios Advisors sold 58,926 State Street Financial Select Sector SPDR ETF shares in Q3 2022, an estimated $1.95M.
State Street Financial Select Sector SPDR ETF made up 0.21% of American Portfolios Advisors's portfolio in Q3 2022, its #95 holding.
American Portfolios Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.79M in Q1 2022.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.