Kapitalo Investimentos’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kapitalo Investimentos’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 Q4	–	Sell	-3,726	Closed	-$124K	–	731
2023 Q3	$124K	Buy	+3,726	New	+$128K	0.02%	369
2023 Q2	–	Sell	-2,122	Closed	-$68.2K	–	723
2023 Q1	$68.2K	Buy	+2,122	New	+$73.7K	0.02%	400
2021 Q4	–	Sell	-191,477	Closed	-$7.19M	–	49
2021 Q3	$7.19M	Buy	191,477 +184,358	+2,590%	+$6.9M	3.82%	7
2021 Q2	$261K	Sell	7,119 -155,181	-96%	-$5.68M	0.12%	28
2021 Q1	$5.53M	Buy	+162,300	New	+$5.21M	6.07%	8

Other funds holding XLF

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Kapitalo Investimentos's XLF Position: Q4 2023 in Review

Kapitalo Investimentos sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 3,726 shares — an estimated $124K sold.

Kapitalo Investimentos first reported a position in XLF in Q1 2021 and held it in 5 quarters. The position peaked at $7.19M in Q3 2021. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Kapitalo Investimentos reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 3,726 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $124K.
Kapitalo Investimentos first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
Kapitalo Investimentos's State Street Financial Select Sector SPDR ETF position peaked at $7.19M in Q3 2021.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.