Blackston Financial Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Blackston Financial Advisory Group’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 Q4	–	Sell	-24,164	Closed	-$802K	–	101
2023 Q3	$802K	Buy	+24,164	New	+$833K	0.56%	27

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Blackston Financial Advisory Group's XLF Position: Q4 2023 in Review

Blackston Financial Advisory Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 24,164 shares — an estimated $802K sold.

Blackston Financial Advisory Group first reported a position in XLF in Q3 2023 and held it in 1 quarter. The position peaked at $802K in Q3 2023. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Blackston Financial Advisory Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Blackston Financial Advisory Group sold 24,164 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $802K.
Blackston Financial Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
Blackston Financial Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $802K in Q3 2023.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Blackston Financial Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.