Disciplined Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-2,761	Closed	-$93.1K	–	1583
2023 Q2	$93.1K	Sell	2,761 -964	-26%	-$31.5K	0.05%	159
2023 Q1	$120K	Hold	3,725	–	–	0.05%	152
2022 Q4	$127K	Hold	3,725	–	–	0.06%	129
2022 Q3	$113K	Hold	3,725	–	–	0.05%	151
2022 Q2	$117K	Sell	3,725 -242	-6%	-$8.36K	0.05%	153
2022 Q1	$152K	Buy	3,967 +250	+7%	+$9.77K	0.06%	138
2021 Q4	$145K	Hold	3,717	–	–	0.06%	131
2021 Q3	$139K	Sell	3,717 -922	-20%	-$34.5K	0.07%	124
2021 Q2	$170K	Buy	4,639 +1,961	+73%	+$71.7K	0.09%	115
2021 Q1	$91K	Buy	2,678 +2,627	+5,151%	+$84.4K	0.05%	138
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	295
2020 Q3	$1K	Hold	51	–	–	﹤0.01%	398
2020 Q2	$1K	Buy	+51	New	+$1.16K	﹤0.01%	398

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

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

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

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

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

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

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

Disciplined Investments's XLF Position: Q3 2023 in Review

Disciplined Investments sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 2,761 shares — an estimated $93.1K sold.

Disciplined Investments first reported a position in XLF in Q2 2020 and held it in 13 quarters. The position peaked at $170K in Q2 2021. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Disciplined Investments reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 2,761 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $93.1K.
Disciplined Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 13 quarters.
Disciplined Investments's State Street Financial Select Sector SPDR ETF position peaked at $170K in Q2 2021.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.