Antonetti Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Antonetti Capital Management’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 Q3	$996	Hold	30	–	–	﹤0.01%	289
2023 Q2	$1.01K	Hold	30	–	–	﹤0.01%	299
2023 Q1	$965	Hold	30	–	–	﹤0.01%	308
2022 Q4	$1.03K	Sell	30 -25	-45%	-$846	﹤0.01%	299
2022 Q3	$2K	Buy	55 +50	+1,000%	+$1.65K	﹤0.01%	297
2022 Q2	$0	Sell	5 -60	-92%	-$2.07K	﹤0.01%	360
2022 Q1	$2K	Sell	65 -7,238	-99%	-$283K	﹤0.01%	322
2021 Q4	$285K	Sell	7,303 -75	-1%	-$2.95K	0.22%	68
2021 Q3	$277K	Buy	+7,378	New	+$276K	0.23%	64
2014 Q3	$1.19M	Sell	58,590 -81,418	-58%	-$1.64M	2.09%	18
2014 Q2	$2.79M	Sell	140,008 -49,718	-26%	-$969K	2.19%	18
2014 Q1	$3.72M	Buy	189,726 +31,697	+20%	+$605K	3.25%	9
2013 Q4	$3.03M	Buy	158,029 +37,593	+31%	+$691K	2.75%	11
2013 Q3	$2.1M	Buy	120,436 +14,862	+14%	+$264K	2.13%	12
2013 Q2	$1.8M	Buy	+105,574	New	+$1.77M	1.98%	11

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

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

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

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

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

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

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

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

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

Antonetti Capital Management's XLF Position: Q3 2023 in Review

Antonetti Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2023 at 30 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Antonetti Capital Management first reported a position in XLF in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.72M in Q1 2014. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Antonetti Capital Management held 30 shares of State Street Financial Select Sector SPDR ETF worth $996 as of Q3 2023.
Antonetti Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #289 holding.
Antonetti Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $3.72M in Q1 2014.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.