Houlihan Financial Resource Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Houlihan Financial Resource Group’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	-31,000	Closed	-$1.01M	–	174
2023 Q2	$1.01M	Buy	+31,000	New	+$1.01M	0.03%	86

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

Houlihan Financial Resource Group's XLF Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 31,000 shares — an estimated $1.01M sold.

Houlihan Financial Resource Group first reported a position in XLF in Q2 2023 and held it in 1 quarter. The position peaked at $1.01M in Q2 2023. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Houlihan Financial Resource Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Houlihan Financial Resource Group sold 31,000 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $1.01M.
Houlihan Financial Resource Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
Houlihan Financial Resource Group's State Street Financial Select Sector SPDR ETF position peaked at $1.01M 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 Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.