Artemis Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Artemis Wealth 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	–	Sell	-2,945	Closed	-$92.6K	–	130
2022 Q2	$92.6K	Buy	2,945 +15	+0.5%	+$518	0.03%	54
2022 Q1	$112K	Buy	2,930 +11	+0.4%	+$430	0.02%	24
2021 Q4	$114K	Buy	2,919 +14	+0.5%	+$550	0.01%	35
2021 Q3	$109K	Buy	2,905 +12	+0.4%	+$449	0.02%	37
2021 Q2	$106K	Buy	2,893 +11	+0.4%	+$402	0.02%	34
2021 Q1	$98.1K	Buy	2,882 +13	+0.5%	+$418	0.02%	35
2020 Q4	$84.6K	Buy	2,869 +14	+0.5%	+$375	0.01%	35
2020 Q3	$68.7K	Buy	2,855 +17	+0.6%	+$413	0.02%	34
2020 Q2	$65.7K	Hold	2,838	–	–	0.02%	21
2020 Q1	$59.1K	Hold	2,838	–	–	0.03%	19
2019 Q4	$87.4K	Buy	+2,838	New	+$83.3K	0.03%	22

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

Artemis Wealth Advisors's XLF Position: Q3 2022 in Review

Artemis Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2022, closing a stake of 2,945 shares — an estimated $92.6K sold.

Artemis Wealth Advisors first reported a position in XLF in Q4 2019 and held it in 11 quarters. The position peaked at $114K in Q4 2021. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

Artemis Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Artemis Wealth Advisors sold 2,945 State Street Financial Select Sector SPDR ETF shares in Q3 2022, an estimated $92.6K.
Artemis Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Artemis Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $114K in Q4 2021.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on Artemis Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.