Guidance Point Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Guidance Point Advisors’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 Q4	–	Sell	-13,070	Closed	-$434K	–	74
2023 Q3	$434K	Buy	13,070 +57	+0.4%	+$1.96K	0.18%	48
2023 Q2	$439K	Sell	13,013 -694	-5%	-$22.6K	0.17%	53
2023 Q1	$441K	Buy	13,707 +65	+0.5%	+$2.26K	0.18%	51
2022 Q4	$467K	Buy	13,642 +84	+0.6%	+$2.84K	0.2%	50
2022 Q3	$411K	Buy	13,558 +71	+0.5%	+$2.35K	0.19%	58
2022 Q2	$424K	Buy	13,487 +71	+0.5%	+$2.45K	0.18%	59
2022 Q1	$514K	Buy	13,416 +52	+0.4%	+$2.03K	0.19%	59
2021 Q4	$521K	Buy	13,364 +63	+0.5%	+$2.48K	0.19%	53
2021 Q3	$499K	Buy	13,301 +58	+0.4%	+$2.17K	0.18%	55
2021 Q2	$485K	Buy	13,243 +51	+0.4%	+$1.87K	0.19%	57
2021 Q1	$449K	Buy	13,192 +59	+0.4%	+$1.9K	0.19%	59
2020 Q4	$387K	Buy	13,133 +11	+0.1%	+$294	0.18%	58
2020 Q3	$315K	Buy	13,122 +8	+0.1%	+$195	0.17%	58
2020 Q2	$303K	Buy	13,114 +9	+0.1%	+$204	0.17%	60
2020 Q1	$272K	Buy	13,105 +11	+0.1%	+$303	0.18%	54
2019 Q4	$403K	Buy	13,094 +763	+6%	+$22.4K	0.2%	48
2019 Q3	$345K	Buy	+12,331	New	+$340K	0.19%	50

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guidance Point Advisors's XLF Position: Q4 2023 in Review

Guidance Point Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 13,070 shares — an estimated $434K sold.

Guidance Point Advisors first reported a position in XLF in Q3 2019 and held it in 17 quarters. The position peaked at $521K in Q4 2021. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Guidance Point Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Guidance Point Advisors sold 13,070 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $434K.
Guidance Point Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 17 quarters.
Guidance Point Advisors's State Street Financial Select Sector SPDR ETF position peaked at $521K in Q4 2021.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Guidance Point Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.