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

Financial Insights’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 Q1	–	Sell	-6,765	Closed	-$231K	–	177
2022 Q4	$231K	Buy	6,765 +65	+1%	+$2.2K	0.11%	131
2022 Q3	$203K	Buy	+6,700	New	+$221K	0.14%	120
2022 Q2	–	Sell	-5,700	Closed	-$218K	–	97
2022 Q1	$218K	Buy	+5,700	New	+$223K	0.2%	77
2021 Q3	–	Sell	-3,100	Closed	-$1.14M	–	224
2021 Q2	$1.14M	Buy	+3,100	New	+$113K	0.09%	114
2019 Q1	–	Sell	-8,250	Closed	-$214K	–	64
2018 Q4	$214K	Buy	+8,250	New	+$214K	0.24%	52

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Financial Insights's XLF Position: Q1 2023 in Review

Financial Insights sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 6,765 shares — an estimated $231K sold.

Financial Insights first reported a position in XLF in Q4 2018 and held it in 5 quarters. The position peaked at $1.14M in Q2 2021. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Financial Insights reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Financial Insights sold 6,765 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $231K.
Financial Insights first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 5 quarters.
Financial Insights's State Street Financial Select Sector SPDR ETF position peaked at $1.14M in Q2 2021.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Financial Insights's 13F filing for Q1 2023, filed 18 Apr 2023.