DB Wealth Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

DB Wealth Management 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
2023 Q4	$14.9K	Hold	396	–	–	0.01%	260
2023 Q3	$13.1K	Hold	396	–	–	0.01%	261
2023 Q2	$13.3K	Hold	396	–	–	0.01%	264
2023 Q1	$12.7K	Hold	396	–	–	0.01%	263
2022 Q4	$13.5K	Hold	396	–	–	0.01%	254
2022 Q3	$12K	Hold	396	–	–	0.01%	274
2022 Q2	$12K	Hold	396	–	–	0.01%	278
2022 Q1	$15K	Hold	396	–	–	0.01%	281
2021 Q4	$15K	Hold	396	–	–	0.01%	249
2021 Q3	$15K	Hold	396	–	–	0.01%	242
2021 Q2	$15K	Buy	396 +112	+39%	+$4.1K	0.01%	246
2021 Q1	$10K	Hold	284	–	–	0.01%	278
2020 Q4	$8K	Buy	+284	New	+$7.6K	0.01%	293

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

DB Wealth Management Group's XLF Position: Q4 2023 in Review

DB Wealth Management Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2023 at 396 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #260.

DB Wealth Management Group first reported a position in XLF in Q4 2020 and has held it in 13 quarters since. The position peaked at $15K in Q1 2022. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

DB Wealth Management Group held 396 shares of State Street Financial Select Sector SPDR ETF worth $14.9K as of Q4 2023.
DB Wealth Management Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Financial Select Sector SPDR ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #260 holding.
DB Wealth Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's State Street Financial Select Sector SPDR ETF position peaked at $15K in Q1 2022.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.