First Capital Advisors Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First Capital Advisors Group’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 Q2	$994K	Buy	29,496 +3,712	+14%	+$121K	0.52%	50
2023 Q1	$829K	Buy	25,784 +1,487	+6%	+$51.7K	0.53%	53
2022 Q4	$831K	Sell	24,297 -1,372	-5%	-$46.4K	0.56%	51
2022 Q3	$779K	Buy	25,669 +7,210	+39%	+$238K	0.65%	43
2022 Q2	$581K	Sell	18,459 -9,981	-35%	-$345K	0.4%	64
2022 Q1	$1.09M	Sell	28,440 -15,522	-35%	-$607K	0.72%	37
2021 Q4	$1.72M	Buy	+43,962	New	+$1.73M	0.94%	36
2018 Q2	–	Sell	-6,479	Closed	-$179K	–	786
2018 Q1	$179K	Buy	+6,479	New	+$187K	0.1%	178

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

First Capital Advisors Group's XLF Position: Q2 2023 in Review

First Capital Advisors Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 14% in Q2 2023, buying an estimated $121K and bringing the position to 29,496 shares worth $994K. The position accounts for 0.52% of the portfolio, ranked #50.

First Capital Advisors Group first reported a position in XLF in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.72M in Q4 2021. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

First Capital Advisors Group held 29,496 shares of State Street Financial Select Sector SPDR ETF worth $994K as of Q2 2023.
First Capital Advisors Group bought 3,712 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $121K.
State Street Financial Select Sector SPDR ETF made up 0.52% of First Capital Advisors Group's portfolio in Q2 2023, its #50 holding.
First Capital Advisors Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 8 quarters since.
First Capital Advisors Group's State Street Financial Select Sector SPDR ETF position peaked at $1.72M in Q4 2021.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.