Horizon Family Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Horizon Family Wealth’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	-16,004	Closed	-$540K	–	68
2023 Q2	$540K	Sell	16,004 -1,960	-11%	-$64K	0.52%	28
2023 Q1	$578K	Buy	17,964 +1,447	+9%	+$50.3K	0.61%	25
2022 Q4	$565K	Buy	16,517 +338	+2%	+$11.4K	0.65%	28
2022 Q3	$491K	Buy	16,179 +807	+5%	+$26.7K	0.6%	32
2022 Q2	$483K	Buy	+15,372	New	+$531K	0.56%	33

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

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

Horizon Family Wealth's XLF Position: Q3 2023 in Review

Horizon Family Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 16,004 shares — an estimated $540K sold.

Horizon Family Wealth first reported a position in XLF in Q2 2022 and held it in 5 quarters. The position peaked at $578K in Q1 2023. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Horizon Family Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Horizon Family Wealth sold 16,004 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $540K.
Horizon Family Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 5 quarters.
Horizon Family Wealth's State Street Financial Select Sector SPDR ETF position peaked at $578K in Q1 2023.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Horizon Family Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.