Arcadia Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Arcadia Investment 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	–	Sell	-1,875	Closed	-$63.2K	–	344
2023 Q2	$63.2K	Hold	1,875	–	–	0.01%	204
2023 Q1	$60.3K	Hold	1,875	–	–	0.01%	215
2022 Q4	$64.1K	Hold	1,875	–	–	0.02%	204
2022 Q3	$57K	Hold	1,875	–	–	0.01%	183
2022 Q2	$59K	Hold	1,875	–	–	0.01%	188
2022 Q1	$72K	Hold	1,875	–	–	0.01%	184
2021 Q4	$73K	Hold	1,875	–	–	0.01%	189
2021 Q3	$70K	Hold	1,875	–	–	0.01%	182
2021 Q2	$69K	Hold	1,875	–	–	0.01%	181
2021 Q1	$64K	Hold	1,875	–	–	0.01%	182
2020 Q4	$55K	Hold	1,875	–	–	0.01%	175
2020 Q3	$45K	Hold	1,875	–	–	0.01%	194
2020 Q2	$43K	Hold	1,875	–	–	0.01%	182
2020 Q1	$39K	Hold	1,875	–	–	0.01%	200
2019 Q4	$58K	Hold	1,875	–	–	0.01%	186
2019 Q3	$53K	Hold	1,875	–	–	0.01%	190
2019 Q2	$52K	Hold	1,875	–	–	0.01%	198
2019 Q1	$48K	Hold	1,875	–	–	0.01%	197
2018 Q4	$45K	Buy	+1,875	New	+$48.7K	0.02%	191

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

Arcadia Investment Management's XLF Position: Q3 2023 in Review

Arcadia Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 1,875 shares — an estimated $63.2K sold.

Arcadia Investment Management first reported a position in XLF in Q4 2018 and held it in 19 quarters. The position peaked at $73K in Q4 2021. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Arcadia Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Arcadia Investment Management sold 1,875 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $63.2K.
Arcadia Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 19 quarters.
Arcadia Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $73K in Q4 2021.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Arcadia Investment Management's 13F filing for Q3 2023, filed 23 Oct 2023.