Belmont Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Belmont Capital’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	-996	Closed	-$34K	–	142
2022 Q4	$34K	Hold	996	–	–	0.04%	54
2022 Q3	$30K	Sell	996 -2,743	-73%	-$90.7K	0.04%	46
2022 Q2	$118K	Buy	3,739 +1,400	+60%	+$48.4K	0.14%	24
2022 Q1	$90K	Hold	2,339	–	–	0.09%	24
2021 Q4	$91K	Buy	2,339 +150	+7%	+$5.9K	0.07%	21
2021 Q3	$82K	Buy	2,189 +202	+10%	+$7.56K	0.07%	24
2021 Q2	$73K	Buy	1,987 +500	+34%	+$18.3K	0.08%	23
2021 Q1	$51K	Buy	1,487 +609	+69%	+$19.6K	0.06%	23
2020 Q4	$26K	Buy	+878	New	+$23.5K	0.01%	34

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

Belmont Capital's XLF Position: Q1 2023 in Review

Belmont Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 996 shares — an estimated $34K sold.

Belmont Capital first reported a position in XLF in Q4 2020 and held it in 9 quarters. The position peaked at $118K in Q2 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Belmont Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Belmont Capital sold 996 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $34K.
Belmont Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
Belmont Capital's State Street Financial Select Sector SPDR ETF position peaked at $118K in Q2 2022.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Belmont Capital's 13F filing for Q1 2023, filed 9 May 2023.