Atlas Private Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Atlas Private Wealth 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
2022 Q3	–	Sell	-7,223	Closed	-$227K	–	113
2022 Q2	$227K	Hold	7,223	–	–	0.16%	107
2022 Q1	$277K	Hold	7,223	–	–	0.16%	113
2021 Q4	$282K	Hold	7,223	–	–	0.16%	118
2021 Q3	$271K	Sell	7,223 -775	-10%	-$29K	0.17%	107
2021 Q2	$293K	Sell	7,998 -579	-7%	-$21.2K	0.18%	106
2021 Q1	$292K	Sell	8,577 -2,316	-21%	-$74.4K	0.19%	103
2020 Q4	$321K	Sell	10,893 -1,247	-10%	-$33.4K	0.23%	91
2020 Q3	$292K	Sell	12,140 -546	-4%	-$13.3K	0.23%	90
2020 Q2	$294K	Sell	12,686 -472	-4%	-$10.7K	0.24%	90
2020 Q1	$274K	Sell	13,158 -495	-4%	-$13.6K	0.25%	90
2019 Q4	$420K	Buy	+13,653	New	+$401K	0.32%	87

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

Atlas Private Wealth Management's XLF Position: Q3 2022 in Review

Atlas Private Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2022, closing a stake of 7,223 shares — an estimated $227K sold.

Atlas Private Wealth Management first reported a position in XLF in Q4 2019 and held it in 11 quarters. The position peaked at $420K in Q4 2019. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

Atlas Private Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 7,223 State Street Financial Select Sector SPDR ETF shares in Q3 2022, an estimated $227K.
Atlas Private Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Atlas Private Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $420K in Q4 2019.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on Atlas Private Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.