Boothe Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Boothe Investment 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
2022 Q4	–	Sell	-9,658	Closed	-$293K	–	44
2022 Q3	$293K	Buy	9,658 +1,148	+13%	+$37.9K	0.19%	41
2022 Q2	$271K	Sell	8,510 -277	-3%	-$9.57K	0.23%	34
2022 Q1	$336K	Sell	8,787 -6,986	-44%	-$273K	0.23%	31
2021 Q4	$616K	Buy	15,773 +697	+5%	+$27.4K	0.33%	33
2021 Q3	$575K	Sell	15,076 -2,012	-12%	-$75.3K	0.31%	31
2021 Q2	$632K	Sell	17,088 -156	-0.9%	-$5.71K	0.33%	31
2021 Q1	$587K	Buy	+17,244	New	+$554K	0.34%	31

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boothe Investment Group's XLF Position: Q4 2022 in Review

Boothe Investment Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 9,658 shares — an estimated $293K sold.

Boothe Investment Group first reported a position in XLF in Q1 2021 and held it in 7 quarters. The position peaked at $632K in Q2 2021. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Boothe Investment Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Boothe Investment Group sold 9,658 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $293K.
Boothe Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 7 quarters.
Boothe Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $632K in Q2 2021.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Boothe Investment Group's 13F filing for Q4 2022, filed 13 Feb 2023.