First National Bank of South Miami’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

First National Bank of South Miami’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	$177K	Hold	5,239	–	–	0.14%	132
2023 Q1	$168K	Sell	5,239 -74	-1%	-$2.57K	0.13%	134
2022 Q4	$182K	Hold	5,313	–	–	0.14%	131
2022 Q3	$161K	Hold	5,313	–	–	0.12%	136
2022 Q2	$167K	Hold	5,313	–	–	0.11%	140
2022 Q1	$204K	Hold	5,313	–	–	0.12%	137
2021 Q4	$207K	Hold	5,313	–	–	0.13%	129
2021 Q3	$199K	Buy	5,313 +190	+4%	+$7.11K	0.13%	122
2021 Q2	$188K	Sell	5,123 -87	-2%	-$3.18K	0.13%	127
2021 Q1	$177K	Buy	5,210 +170	+3%	+$5.46K	0.14%	124
2020 Q4	$149K	Sell	5,040 -882	-15%	-$23.6K	0.13%	121
2020 Q3	$143K	Sell	5,922 -1,223	-17%	-$29.7K	0.14%	117
2020 Q2	$165K	Hold	7,145	–	–	0.18%	107
2020 Q1	$149K	Hold	7,145	–	–	0.19%	108
2019 Q4	$220K	Hold	7,145	–	–	0.22%	93
2019 Q3	$192K	Hold	7,145	–	–	0.18%	107
2019 Q2	$202K	Sell	7,145 -5,293	-43%	-$143K	0.19%	104
2019 Q1	$320K	Hold	12,438	–	–	0.31%	82
2018 Q4	$322K	Buy	+12,438	New	+$323K	0.31%	81

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 $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

First National Bank of South Miami's XLF Position: Q2 2023 in Review

First National Bank of South Miami held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2023 at 5,239 shares worth $177K. The position accounts for 0.14% of the portfolio, ranked #132.

First National Bank of South Miami first reported a position in XLF in Q4 2018 and has held it in 19 quarters since. The position peaked at $322K in Q4 2018. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

First National Bank of South Miami held 5,239 shares of State Street Financial Select Sector SPDR ETF worth $177K as of Q2 2023.
First National Bank of South Miami left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Financial Select Sector SPDR ETF made up 0.14% of First National Bank of South Miami's portfolio in Q2 2023, its #132 holding.
First National Bank of South Miami first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's State Street Financial Select Sector SPDR ETF position peaked at $322K in Q4 2018.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.