Blue Zone Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Blue Zone Wealth Advisors’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	–	Sell	-5,937	Closed	-$228K	–	103
2022 Q1	$228K	Sell	5,937 -6,877	-54%	-$269K	0.09%	89
2021 Q4	$500K	Buy	12,814 +1,883	+17%	+$74K	0.17%	73
2021 Q3	$410K	Buy	+10,931	New	+$409K	0.14%	82
2020 Q4	–	Sell	-14,366	Closed	-$346K	–	80
2020 Q3	$346K	Sell	14,366 -82,828	-85%	-$2.01M	0.2%	58
2020 Q2	$2.25M	Buy	97,194 +76,681	+374%	+$1.74M	1.26%	20
2020 Q1	$427K	Buy	+20,513	New	+$565K	0.4%	29

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

Blue Zone Wealth Advisors's XLF Position: Q2 2022 in Review

Blue Zone Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 5,937 shares — an estimated $228K sold.

Blue Zone Wealth Advisors first reported a position in XLF in Q1 2020 and held it in 6 quarters. The position peaked at $2.25M in Q2 2020. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Blue Zone Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Blue Zone Wealth Advisors sold 5,937 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $228K.
Blue Zone Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 6 quarters.
Blue Zone Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.25M in Q2 2020.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.