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

Finivi Inc’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
2021 Q4	$712K	Buy	+18,239	New	+$717K	0.75%	42

Other funds holding XLF

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Finivi Inc's XLF Position: Q4 2021 in Review

Finivi Inc opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2021: 18,239 shares worth $712K. The stake represents 0.75% of the portfolio and ranks #42 among its holdings.

1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

Finivi Inc held 18,239 shares of State Street Financial Select Sector SPDR ETF worth $712K as of Q4 2021.
State Street Financial Select Sector SPDR ETF was a new Finivi Inc position in Q4 2021.
State Street Financial Select Sector SPDR ETF made up 0.75% of Finivi Inc's portfolio in Q4 2021, its #42 holding.
1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on Finivi Inc's 13F filing for Q4 2021, filed 19 Dec 2025.