B. Riley Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

B. Riley 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 Q2	$2.24K	Sell	71,181 -6,326	-8%	-$219K	﹤0.01%	201
2022 Q1	$2.97M	Buy	77,507 +30,285	+64%	+$1.18M	0.23%	99
2021 Q4	$1.87M	Buy	47,222 +2,192	+5%	+$86.2K	0.13%	158
2021 Q3	$1.69M	Buy	45,030 +4,358	+11%	+$163K	0.13%	157
2021 Q2	$1.49M	Buy	40,672 +3,754	+10%	+$137K	0.17%	131
2021 Q1	$1.26M	Buy	36,918 +1,485	+4%	+$47.7K	0.15%	138
2020 Q4	$1.04M	Sell	35,433 -4,371	-11%	-$117K	0.13%	143
2020 Q3	$958K	Buy	39,804 +2,784	+8%	+$67.7K	0.11%	152
2020 Q2	$857K	Sell	37,020 -16,205	-30%	-$368K	0.09%	177
2020 Q1	$1.11M	Buy	53,225 +16,880	+46%	+$465K	0.12%	163
2019 Q4	$1.12M	Buy	36,345 +15,060	+71%	+$442K	0.17%	128
2019 Q3	$596K	Sell	21,285 -707	-3%	-$19.5K	0.1%	187
2019 Q2	$607	Sell	21,992 -1,906	-8%	-$51.6K	0.09%	186
2019 Q1	$614K	Buy	23,898 +2,165	+10%	+$55.9K	0.11%	183
2018 Q4	$518K	Sell	21,733 -4,423	-17%	-$115K	0.11%	180
2018 Q3	$721K	Buy	+26,156	New	+$732K	0.18%	117
2016 Q1	$1.61M	Buy	81,809 +36,499	+81%	+$695K	2.41%	8
2015 Q4	$947K	Buy	45,310 +21,536	+91%	+$454K	1.21%	17
2015 Q3	$472K	Buy	23,774 +7,815	+49%	+$166K	0.67%	41
2015 Q2	$341K	Sell	15,959 -7,405	-32%	-$160K	0.27%	102
2015 Q1	$494K	Sell	23,364 -41,036	-64%	-$868K	0.37%	62
2014 Q4	$1.4M	Buy	64,400 +45,022	+232%	+$943K	1.14%	10
2014 Q3	$394K	Sell	19,378 -5,140	-21%	-$104K	0.29%	89
2014 Q2	$489K	Sell	24,518 -3,499	-12%	-$68.2K	0.32%	74
2014 Q1	$549K	Buy	+28,017	New	+$535K	0.41%	45

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

B. Riley Wealth Management's XLF Position: Q2 2022 in Review

B. Riley Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.2% in Q2 2022, selling an estimated $219K and leaving 71,181 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

B. Riley Wealth Management first reported a position in XLF in Q1 2014 and has held it in 25 quarters since. The position peaked at $2.97M in Q1 2022. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

B. Riley Wealth Management held 71,181 shares of State Street Financial Select Sector SPDR ETF worth $2.24K as of Q2 2022.
B. Riley Wealth Management sold 6,326 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $219K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #201 holding.
B. Riley Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 25 quarters since.
B. Riley Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.97M in Q1 2022.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.