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

Frontier Wealth Management’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	$437K	Sell	13,890 -115	-0.8%	-$3.97K	0.03%	257
2022 Q1	$523K	Sell	14,005 -58,692	-81%	-$2.29M	0.01%	244
2021 Q4	$2.84M	Sell	72,697 -2,174	-3%	-$85.5K	0.19%	97
2021 Q3	$2.81M	Buy	74,871 +59,482	+387%	+$2.23M	0.19%	92
2021 Q2	$565K	Buy	+15,389	New	+$563K	0.04%	250

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HIIFS

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Frontier Wealth Management's XLF Position: Q2 2022 in Review

Frontier Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.82% in Q2 2022, selling an estimated $3.97K and leaving 13,890 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #257.

Frontier Wealth Management first reported a position in XLF in Q2 2021 and has held it in 5 quarters since. The position peaked at $2.84M in Q4 2021. 1,372 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Frontier Wealth Management held 13,890 shares of State Street Financial Select Sector SPDR ETF worth $437K as of Q2 2022.
Frontier Wealth Management sold 115 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $3.97K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #257 holding.
Frontier Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 5 quarters since.
Frontier Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.84M in Q4 2021.
1,372 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.