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

FourThought Financial’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
2022 Q3	$129K	Buy	4,238 +1,130	+36%	+$37.3K	0.02%	380
2022 Q2	$98K	Hold	3,108	–	–	0.01%	440
2022 Q1	$119K	Hold	3,108	–	–	0.02%	434
2021 Q4	$121K	Sell	3,108 -1,164	-27%	-$45.8K	0.02%	430
2021 Q3	$160K	Hold	4,272	–	–	0.02%	378
2021 Q2	$156K	Buy	4,272 +54	+1%	+$1.98K	0.02%	394
2021 Q1	$143K	Buy	4,218 +76	+2%	+$2.44K	0.02%	416
2020 Q4	$122K	Buy	+4,142	New	+$111K	0.02%	440

Other funds holding XLF

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

FourThought Financial's XLF Position: Q3 2022 in Review

FourThought Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 36% in Q3 2022, buying an estimated $37.3K and bringing the position to 4,238 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #380.

FourThought Financial first reported a position in XLF in Q4 2020 and has held it in 8 quarters since. The position peaked at $160K in Q3 2021. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

FourThought Financial held 4,238 shares of State Street Financial Select Sector SPDR ETF worth $129K as of Q3 2022.
FourThought Financial bought 1,130 State Street Financial Select Sector SPDR ETF shares in Q3 2022, an estimated $37.3K.
State Street Financial Select Sector SPDR ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #380 holding.
FourThought Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street Financial Select Sector SPDR ETF position peaked at $160K in Q3 2021.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.