Echo Street Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Echo Street Capital 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	–	Sell	-7,433	Closed	-$247K	–	433
2023 Q3	$247K	Buy	+7,433	New	+$256K	﹤0.01%	402
2023 Q2	–	Sell	-17,962	Closed	-$577K	–	624
2023 Q1	$577K	Sell	17,962 -19,061	-51%	-$662K	0.01%	226
2022 Q4	$1.27M	Sell	37,023 -2,975	-7%	-$101K	0.01%	126
2022 Q3	$1.21M	Buy	39,998 +8,338	+26%	+$276K	0.01%	142
2022 Q2	$996K	Sell	31,660 -362	-1%	-$12.5K	0.01%	172
2022 Q1	$1.23M	Sell	32,022 -28,765	-47%	-$1.12M	0.01%	191
2021 Q4	$2.37M	Buy	60,787 +41,822	+221%	+$1.64M	0.02%	155
2021 Q3	$712K	Buy	+18,965	New	+$710K	0.01%	325

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 $140B AUM 46.34% 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

Echo Street Capital Management's XLF Position: Q4 2023 in Review

Echo Street Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 7,433 shares — an estimated $247K sold.

Echo Street Capital Management first reported a position in XLF in Q3 2021 and held it in 8 quarters. The position peaked at $2.37M in Q4 2021. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Echo Street Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,433 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $247K.
Echo Street Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 8 quarters.
Echo Street Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $2.37M in Q4 2021.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.