Gallagher Benefit Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gallagher Benefit Services’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 Q4	$1.43M	Buy	+41,786	New	+$1.41M	0.3%	41

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Gallagher Benefit Services's XLF Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022: 41,786 shares worth $1.43M. The stake represents 0.3% of the portfolio and ranks #41 among its holdings.

1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Gallagher Benefit Services held 41,786 shares of State Street Financial Select Sector SPDR ETF worth $1.43M as of Q4 2022.
State Street Financial Select Sector SPDR ETF was a new Gallagher Benefit Services position in Q4 2022.
State Street Financial Select Sector SPDR ETF made up 0.3% of Gallagher Benefit Services's portfolio in Q4 2022, its #41 holding.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.