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

FirstPurpose Wealth’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
2024 Q1	$821K	Hold	20,078	–	–	0.3%	64
2023 Q4	$755K	Sell	20,078 -22	-0.1%	-$762	0.29%	63
2023 Q3	$667K	Hold	20,100	–	–	0.29%	63
2023 Q2	$678K	Hold	20,100	–	–	0.29%	59
2023 Q1	$646K	Hold	20,100	–	–	0.32%	60
2022 Q4	$687K	Hold	20,100	–	–	0.38%	49
2022 Q3	$610K	Hold	20,100	–	–	0.4%	49
2022 Q2	$632K	Hold	20,100	–	–	0.42%	45
2022 Q1	$770K	Hold	20,100	–	–	0.6%	34
2021 Q4	$785K	Buy	+20,100	New	+$790K	0.49%	37

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

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

FirstPurpose Wealth's XLF Position: Q1 2024 in Review

FirstPurpose Wealth held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2024 at 20,078 shares worth $821K. The position accounts for 0.3% of the portfolio, ranked #64.

FirstPurpose Wealth first reported a position in XLF in Q4 2021 and has held it in 10 quarters since. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

FirstPurpose Wealth held 20,078 shares of State Street Financial Select Sector SPDR ETF worth $821K as of Q1 2024.
FirstPurpose Wealth left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2024.
State Street Financial Select Sector SPDR ETF made up 0.3% of FirstPurpose Wealth's portfolio in Q1 2024, its #64 holding.
FirstPurpose Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.