Arlington Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Arlington Partners’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
2024 Q1	–	Sell	-15,216	Closed	-$572K	–	251
2023 Q4	$572K	Sell	15,216 -10,792	-41%	-$374K	0.16%	70
2023 Q3	$863K	Sell	26,008 -7,592	-23%	-$262K	0.35%	52
2023 Q2	$1.13M	Buy	33,600 +10,792	+47%	+$352K	0.17%	55
2023 Q1	$733K	Sell	22,808 -3,500	-13%	-$122K	0.1%	65
2022 Q4	$900K	Hold	26,308	–	–	0.14%	53
2022 Q3	$799K	Sell	26,308 -500	-2%	-$16.5K	0.32%	48
2022 Q2	$843K	Hold	26,808	–	–	0.28%	52
2022 Q1	$1.03M	Buy	26,808 +17,592	+191%	+$688K	0.29%	50
2021 Q4	$360K	Buy	9,216 +5,216	+130%	+$205K	0.1%	83
2021 Q3	$150K	Hold	4,000	–	–	0.04%	132
2021 Q2	$147K	Sell	4,000 -6,030	-60%	-$221K	0.05%	108
2021 Q1	$342K	Buy	+10,030	New	+$322K	0.13%	62

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Arlington Partners's XLF Position: Q1 2024 in Review

Arlington Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 15,216 shares — an estimated $572K sold.

Arlington Partners first reported a position in XLF in Q1 2021 and held it in 12 quarters. The position peaked at $1.13M in Q2 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Arlington Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 15,216 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $572K.
Arlington Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 12 quarters.
Arlington Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.13M in Q2 2023.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.