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CPWM LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CPWM LLC’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
Q3 		– Sell
-31,655
Closed -$996K – 393
2022
Q2 		$996K Buy
+31,655
New +$1.09M 0.09% 152
2020
Q1 		– Sell
-13,507
Closed -$416K – 287
2019
Q4 		$416K Hold
13,507
– – 0.05% 192
2019
Q3 		$378K Sell
13,507
-696
-5% -$19.2K 0.05% 201
2019
Q2 		$392K Hold
14,203
– – 0.05% 185
2019
Q1 		$365K Sell
14,203
-1,519
-10% -$39.2K 0.05% 195
2018
Q4 		$375K Sell
15,722
-4,991
-24% -$130K 0.06% 167
2018
Q3 		$571K Buy
20,713
+642
+3% +$18K 0.08% 161
2018
Q2 		$534K Buy
20,071
+1,302
+7% +$35.9K 0.08% 167
2018
Q1 		$517K Buy
+18,769
New +$541K 0.08% 171

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return