Burleson & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Burleson & Co’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	$33.7K	Buy	+984	New	+$33.3K	0.01%	202
2022 Q2	–	Sell	-105	Closed	-$4K	–	520
2022 Q1	$4K	Buy	+105	New	+$4.1K	﹤0.01%	314

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

Burleson & Co's XLF Position: Q4 2022 in Review

Burleson & Co opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022: 984 shares worth $33.7K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Burleson & Co previously reported a position in XLF as recently as Q1 2022.

Burleson & Co first reported a position in XLF in Q1 2022 and has held it in 2 quarters since. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Burleson & Co held 984 shares of State Street Financial Select Sector SPDR ETF worth $33.7K as of Q4 2022.
State Street Financial Select Sector SPDR ETF was a new Burleson & Co position in Q4 2022.
State Street Financial Select Sector SPDR ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #202 holding.
Burleson & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 2 quarters since.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.