IMA Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

IMA Advisory Services’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	-315	Closed	-$10.1K	–	326
2023 Q1	$10.1K	Sell	315 -250	-44%	-$8.69K	﹤0.01%	241
2022 Q4	$19.3K	Buy	+565	New	+$19.1K	0.01%	223
2018 Q3	–	Sell	-60	Closed	-$2K	–	473
2018 Q2	$2K	Buy	+60	New	+$1.66K	﹤0.01%	405
2015 Q3	–	Sell	-5,696	Closed	-$122K	–	174
2015 Q2	$122K	Buy	+5,696	New	+$123K	0.06%	172
2013 Q3	–	Sell	-75,400	Closed	-$1.29M	–	176
2013 Q2	$1.29M	Buy	+75,400	New	+$1.26M	0.7%	40

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

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

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

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

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

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

IMA Advisory Services's XLF Position: Q2 2023 in Review

IMA Advisory Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 315 shares — an estimated $10.1K sold.

IMA Advisory Services first reported a position in XLF in Q2 2013 and held it in 5 quarters. The position peaked at $1.29M in Q2 2013. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

IMA Advisory Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
IMA Advisory Services sold 315 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $10.1K.
IMA Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 5 quarters.
IMA Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $1.29M in Q2 2013.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on IMA Advisory Services's 13F filing for Q2 2023, filed 15 Aug 2023.