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

Investors Financial 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
2022 Q1	–	Sell	-57,830	Closed	-$2.26M	–	196
2021 Q4	$2.26M	Sell	57,830 -1,002	-2%	-$39.4K	1.05%	18
2021 Q3	$2.21M	Buy	58,832 +6,341	+12%	+$237K	1.17%	17
2021 Q2	$1.93M	Buy	52,491 +1,615	+3%	+$59.1K	1.03%	16
2021 Q1	$1.73M	Buy	50,876 +5,856	+13%	+$188K	1.01%	21
2020 Q4	$1.33M	Sell	45,020 -2,110	-4%	-$56.4K	0.88%	24
2020 Q3	$1.13M	Sell	47,130 -4,736	-9%	-$115K	0.85%	27
2020 Q2	$1.2M	Sell	51,866 -1,182	-2%	-$26.8K	0.99%	25
2020 Q1	$1.1M	Sell	53,048 -11,928	-18%	-$328K	1.12%	25
2019 Q4	$2M	Buy	+64,976	New	+$1.91M	1.63%	13

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Investors Financial Group's XLF Position: Q1 2022 in Review

Investors Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 57,830 shares — an estimated $2.26M sold.

Investors Financial Group first reported a position in XLF in Q4 2019 and held it in 9 quarters. The position peaked at $2.26M in Q4 2021. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Investors Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 57,830 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $2.26M.
Investors Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $2.26M in Q4 2021.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.