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GW Henssler & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

GW Henssler & Associates’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
Q1 		– Sell
-20,933
Closed -$817K – 230
2021
Q4 		$817K Buy
+20,933
New +$823K 0.05% 97

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

GW Henssler & Associates's XLF Position: Q1 2022 in Review

GW Henssler & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 20,933 shares — an estimated $817K sold.

GW Henssler & Associates first reported a position in XLF in Q4 2021 and held it in 1 quarter. The position peaked at $817K in Q4 2021. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

  • GW Henssler & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • GW Henssler & Associates sold 20,933 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $817K.
  • GW Henssler & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • GW Henssler & Associates's State Street Financial Select Sector SPDR ETF position peaked at $817K in Q4 2021.
  • 1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on GW Henssler & Associates's 13F filing for Q1 2022, filed 9 May 2022.