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

Clearview 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
2024 Q2	–	Sell	-6,197	Closed	-$261K	–	121
2024 Q1	$261K	Buy	+6,197	New	+$245K	0.27%	91
2023 Q4	–	Sell	-18,074	Closed	-$600K	–	136
2023 Q3	$600K	Buy	18,074 +17,286	+2,194%	+$596K	0.74%	49
2023 Q2	$26.6K	Sell	788 -17,763	-96%	-$580K	0.03%	242
2023 Q1	$596K	Buy	18,551 +17,811	+2,407%	+$619K	0.6%	47
2022 Q4	$25.3K	Buy	740 +5	+0.7%	+$169	0.02%	219
2022 Q3	$22K	Buy	735 +4	+0.5%	+$132	0.02%	248
2022 Q2	$23K	Buy	731 +4	+0.6%	+$138	0.02%	268
2022 Q1	$28K	Buy	727 +602	+482%	+$23.5K	0.02%	259
2021 Q4	$5K	Buy	+125	New	+$4.91K	﹤0.01%	497

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearview Wealth Advisors's XLF Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 6,197 shares — an estimated $261K sold.

Clearview Wealth Advisors first reported a position in XLF in Q4 2021 and held it in 9 quarters. The position peaked at $600K in Q3 2023. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Clearview Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 6,197 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $261K.
Clearview Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Clearview Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $600K in Q3 2023.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.