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Global Strategic Investment Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Global Strategic Investment Solutions’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
2023
Q3 		– Sell
-6,607
Closed -$223K – 150
2023
Q2 		$223K Buy
+6,607
New +$216K 0.03% 135
2022
Q1 		– Sell
-5,127
Closed -$200K – 148
2021
Q4 		$200K Buy
+5,127
New +$202K 0.03% 134

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Global Strategic Investment Solutions's XLF Position: Q3 2023 in Review

Global Strategic Investment Solutions sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 6,607 shares — an estimated $223K sold.

Global Strategic Investment Solutions first reported a position in XLF in Q4 2021 and held it in 2 quarters. The position peaked at $223K in Q2 2023. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

  • Global Strategic Investment Solutions reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Global Strategic Investment Solutions sold 6,607 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $223K.
  • Global Strategic Investment Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Global Strategic Investment Solutions's State Street Financial Select Sector SPDR ETF position peaked at $223K in Q2 2023.
  • 1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Global Strategic Investment Solutions's 13F filing for Q3 2023, filed 13 Oct 2023.