Iron Horse Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Iron Horse Wealth Management’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	-2	Closed	-$64	–	355
2023 Q1	$64	Hold	2	–	–	﹤0.01%	345
2022 Q4	$0	Hold	2	–	–	﹤0.01%	284
2022 Q3	$0	Sell	2 -41	-95%	-$1.35K	﹤0.01%	302
2022 Q2	$1K	Buy	+43	New	+$1.49K	﹤0.01%	242

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

Iron Horse Wealth Management's XLF Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 2 shares — an estimated $64 sold.

Iron Horse Wealth Management first reported a position in XLF in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Iron Horse Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 2 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $64.
Iron Horse Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
Iron Horse Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1K in Q2 2022.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.