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

Freedman Financial Associates’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 Q2	–	Sell	-450	Closed	-$17K	–	445
2022 Q1	$17K	Hold	450	–	–	0.01%	315
2021 Q4	$18K	Hold	450	–	–	0.01%	302
2021 Q3	$17K	Hold	450	–	–	0.01%	309
2021 Q2	$17K	Hold	450	–	–	0.01%	307
2021 Q1	$15K	Hold	450	–	–	0.01%	326
2020 Q4	$13K	Buy	+450	New	+$12K	0.01%	331

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

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

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

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

HIIFS

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Freedman Financial Associates's XLF Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 450 shares — an estimated $17K sold.

Freedman Financial Associates first reported a position in XLF in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Freedman Financial Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 450 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $17K.
Freedman Financial Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street Financial Select Sector SPDR ETF position peaked at $18K in Q4 2021.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.