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

Glovista Investments’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 Q1	–	Sell	-9,090	Closed	-$311K	–	53
2022 Q4	$311K	Sell	9,090 -69,871	-88%	-$2.36M	0.15%	43
2022 Q3	$2.39M	Buy	+78,961	New	+$2.61M	1.25%	18
2021 Q4	–	Sell	-127,244	Closed	-$4.78M	–	81
2021 Q3	$4.78M	Buy	+127,244	New	+$4.76M	1.39%	19
2021 Q1	–	Sell	-82,228	Closed	-$2.42M	–	126
2020 Q4	$2.42M	Buy	+82,228	New	+$2.2M	0.79%	39
2020 Q1	–	Sell	-13,682	Closed	-$421K	–	111
2019 Q4	$421K	Buy	+13,682	New	+$402K	0.14%	70
2019 Q3	–	Sell	-246,224	Closed	-$6.8M	–	107
2019 Q2	$6.8M	Buy	+246,224	New	+$6.67M	2.21%	13
2018 Q2	–	Sell	-824,798	Closed	-$22.7M	–	116
2018 Q1	$22.7M	Sell	824,798 -132,576	-14%	-$3.82M	5.03%	7
2017 Q4	$26.7M	Buy	+957,374	New	+$25.8M	5.33%	6

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Glovista Investments's XLF Position: Q1 2023 in Review

Glovista Investments sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 9,090 shares — an estimated $311K sold.

Glovista Investments first reported a position in XLF in Q4 2017 and held it in 8 quarters. The position peaked at $26.7M in Q4 2017. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Glovista Investments reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Glovista Investments sold 9,090 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $311K.
Glovista Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 8 quarters.
Glovista Investments's State Street Financial Select Sector SPDR ETF position peaked at $26.7M in Q4 2017.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Glovista Investments's 13F filing for Q1 2023, filed 15 May 2023.