Kings Point Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kings Point Capital 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
2022 Q1	$202K	Sell	5,272 -367	-7%	-$14.3K	0.02%	201
2021 Q4	$220K	Buy	5,639 +367	+7%	+$14.4K	0.02%	219
2021 Q3	$198K	Sell	5,272 -900	-15%	-$33.7K	0.02%	205
2021 Q2	$226K	Hold	6,172	–	–	0.02%	205
2021 Q1	$210K	Hold	6,172	–	–	0.02%	204
2020 Q4	$182K	Hold	6,172	–	–	0.02%	192
2020 Q3	$149K	Hold	6,172	–	–	0.02%	195
2020 Q2	$143K	Sell	6,172 -410	-6%	-$9.31K	0.02%	187
2020 Q1	$137K	Sell	6,582 -4,000	-38%	-$110K	0.02%	182
2019 Q4	$326K	Buy	10,582 +2,803	+36%	+$82.3K	0.05%	150
2019 Q3	$218K	Buy	7,779 +960	+14%	+$26.5K	0.04%	164
2019 Q2	$188K	Buy	6,819 +1,282	+23%	+$34.7K	0.03%	147
2019 Q1	$142K	Buy	5,537 +1,504	+37%	+$38.8K	0.03%	150
2018 Q4	$96K	Buy	4,033 +3,388	+525%	+$88K	0.02%	162
2018 Q3	$18K	Sell	645 -41	-6%	-$1.15K	﹤0.01%	324
2018 Q2	$18K	Sell	686 -223	-25%	-$6.15K	﹤0.01%	326
2018 Q1	$25K	Buy	909 +228	+33%	+$6.57K	0.01%	301
2017 Q4	$19K	Buy	681 +3	+0.4%	+$81	﹤0.01%	322
2017 Q3	$18K	Buy	678 +3	+0.4%	+$75	﹤0.01%	310
2017 Q2	$17K	Buy	+675	New	+$16K	﹤0.01%	297
2017 Q1	–	Sell	-1,100	Closed	-$26K	–	358
2016 Q4	$26K	Buy	+1,100	New	+$23.6K	0.01%	246
2016 Q1	–	Sell	-2,278	Closed	-$48K	–	345
2015 Q4	$48K	Hold	2,278	–	–	0.01%	202
2015 Q3	$45K	Hold	2,278	–	–	0.01%	226
2015 Q2	$49K	Hold	2,278	–	–	0.01%	214
2015 Q1	$48K	Hold	2,278	–	–	0.01%	218
2014 Q4	$49K	Hold	2,278	–	–	0.01%	197
2014 Q3	$46K	Hold	2,278	–	–	0.01%	191
2014 Q2	$45K	Buy	+2,278	New	+$44.4K	0.01%	189

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Kings Point Capital Management's XLF Position: Q1 2022 in Review

Kings Point Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.5% in Q1 2022, selling an estimated $14.3K and leaving 5,272 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #201.

Kings Point Capital Management first reported a position in XLF in Q2 2014 and has held it in 28 quarters since. The position peaked at $326K in Q4 2019. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Kings Point Capital Management held 5,272 shares of State Street Financial Select Sector SPDR ETF worth $202K as of Q1 2022.
Kings Point Capital Management sold 367 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $14.3K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #201 holding.
Kings Point Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and has held it in 28 quarters since.
Kings Point Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $326K in Q4 2019.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.