J. Arnold Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

J. Arnold 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	-278	Closed	-$8.94K	–	52
2023 Q1	$8.94K	Hold	278	–	–	﹤0.01%	52
2022 Q4	$9.51K	Hold	278	–	–	﹤0.01%	72
2022 Q3	$8K	Hold	278	–	–	﹤0.01%	42
2022 Q2	$9K	Hold	278	–	–	0.01%	36
2022 Q1	$11K	Hold	278	–	–	0.01%	38
2021 Q4	$11K	Sell	278 -500	-64%	-$19.7K	﹤0.01%	49
2021 Q3	$29K	Buy	778 +500	+180%	+$18.7K	0.01%	51
2021 Q2	$10K	Hold	278	–	–	﹤0.01%	91
2021 Q1	$9K	Hold	278	–	–	0.01%	83
2020 Q4	$8K	Sell	278 -954	-77%	-$25.5K	﹤0.01%	79
2020 Q3	$30K	Buy	+1,232	New	+$30K	0.02%	48
2020 Q1	–	Sell	-520	Closed	-$16K	–	84
2019 Q4	$16K	Buy	+520	New	+$15.3K	0.02%	80

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

J. Arnold Wealth Management's XLF Position: Q2 2023 in Review

J. Arnold Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 278 shares — an estimated $8.94K sold.

J. Arnold Wealth Management first reported a position in XLF in Q4 2019 and held it in 12 quarters. The position peaked at $30K in Q3 2020. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

J. Arnold Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 278 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $8.94K.
J. Arnold Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
J. Arnold Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $30K in Q3 2020.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on J. Arnold Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.