Desjardins Global Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Desjardins Global Asset Management’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	$759K	Sell	20,178 -4,853	-19%	-$168K	0.08%	204
2023 Q3	$830K	Sell	25,031 -30,036	-55%	-$1.03M	0.09%	190
2023 Q2	$1.86M	Buy	55,067 +796	+1%	+$26K	0.21%	108
2023 Q1	$1.75M	Buy	+54,271	New	+$1.89M	0.22%	97

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

Desjardins Global Asset Management's XLF Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q4 2023, selling an estimated $168K and leaving 20,178 shares worth $759K. The position accounts for 0.08% of the portfolio, ranked #204.

Desjardins Global Asset Management first reported a position in XLF in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.86M in Q2 2023. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Desjardins Global Asset Management held 20,178 shares of State Street Financial Select Sector SPDR ETF worth $759K as of Q4 2023.
Desjardins Global Asset Management sold 4,853 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $168K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Desjardins Global Asset Management's portfolio in Q4 2023, its #204 holding.
Desjardins Global Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and has held it in 4 quarters since.
Desjardins Global Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.86M in Q2 2023.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.