HVP
XLF icon

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return