Hudson Value Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hudson Value Partners’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 Q2	–	Sell	-16,622	Closed	-$534K	–	116
2023 Q1	$534K	Buy	16,622 +845	+5%	+$29.4K	0.3%	72
2022 Q4	$540K	Buy	15,777 +576	+4%	+$19.5K	0.33%	71
2022 Q3	$462K	Sell	15,201 -161	-1%	-$5.32K	0.31%	73
2022 Q2	$483K	Sell	15,362 -90	-0.6%	-$3.11K	0.31%	75
2022 Q1	$592K	Buy	15,452 +70	+0.5%	+$2.74K	0.3%	75
2021 Q4	$601K	Buy	+15,382	New	+$605K	0.29%	76

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Hudson Value Partners's XLF Position: Q2 2023 in Review

Hudson Value Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 16,622 shares — an estimated $534K sold.

Hudson Value Partners first reported a position in XLF in Q4 2021 and held it in 6 quarters. The position peaked at $601K in Q4 2021. 1,343 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Hudson Value Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Hudson Value Partners sold 16,622 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $534K.
Hudson Value Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Hudson Value Partners's State Street Financial Select Sector SPDR ETF position peaked at $601K in Q4 2021.
1,343 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Hudson Value Partners's 13F filing for Q2 2023, filed 2 Aug 2023.