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

Imprint 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
2024
Q1 		$555K Buy
13,242
+6,804
+106% +$269K 0.13% 150
2023
Q4 		$242K Buy
+6,438
New +$223K 0.19% 136

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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Imprint Wealth's XLF Position: Q1 2024 in Review

Imprint Wealth increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 106% in Q1 2024, buying an estimated $269K and bringing the position to 13,242 shares worth $555K. The position accounts for 0.13% of the portfolio, ranked #150.

Imprint Wealth first reported a position in XLF in Q4 2023 and has held it in 2 quarters since. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

  • Imprint Wealth held 13,242 shares of State Street Financial Select Sector SPDR ETF worth $555K as of Q1 2024.
  • Imprint Wealth bought 6,804 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $269K.
  • State Street Financial Select Sector SPDR ETF made up 0.13% of Imprint Wealth's portfolio in Q1 2024, its #150 holding.
  • Imprint Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.