AXS Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

AXS Investments’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 Q1	–	Sell	-25,025	Closed	-$856K	–	421
2022 Q4	$856K	Hold	25,025	–	–	0.31%	125
2022 Q3	$760K	Hold	25,025	–	–	0.3%	135
2022 Q2	$787K	Buy	25,025 +9,665	+63%	+$334K	0.28%	143
2022 Q1	$589K	Sell	15,360 -15,500	-50%	-$606K	0.23%	78
2021 Q4	$1.21M	Buy	30,860 +9,984	+48%	+$392K	0.29%	72
2021 Q3	$783K	Buy	20,876 +5,356	+35%	+$200K	0.29%	36
2021 Q2	$569K	Sell	15,520 -7,180	-32%	-$263K	0.17%	106
2021 Q1	$773K	Buy	+22,700	New	+$729K	0.27%	84

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

AXS Investments's XLF Position: Q1 2023 in Review

AXS Investments sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 25,025 shares — an estimated $856K sold.

AXS Investments first reported a position in XLF in Q1 2021 and held it in 8 quarters. The position peaked at $1.21M in Q4 2021. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

AXS Investments reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
AXS Investments sold 25,025 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $856K.
AXS Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 8 quarters.
AXS Investments's State Street Financial Select Sector SPDR ETF position peaked at $1.21M in Q4 2021.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on AXS Investments's 13F filing for Q1 2023, filed 12 May 2023.