Kraematon Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kraematon Investment Advisors’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	-7,191	Closed	-$239K	–	86
2023 Q3	$239K	Buy	7,191 +15	+0.2%	+$517	0.29%	70
2023 Q2	$242K	Sell	7,176 -3,055	-30%	-$99.7K	0.27%	76
2023 Q1	$329K	Sell	10,231 -568	-5%	-$19.7K	0.38%	59
2022 Q4	$369K	Buy	10,799 +266	+3%	+$9K	0.4%	60
2022 Q3	$320K	Sell	10,533 -1,075	-9%	-$35.5K	0.41%	60
2022 Q2	$365K	Sell	11,608 -123	-1%	-$4.25K	0.42%	57
2022 Q1	$450K	Sell	11,731 -39	-0.3%	-$1.52K	0.43%	57
2021 Q4	$460K	Buy	+11,770	New	+$463K	0.41%	59

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

Kraematon Investment Advisors's XLF Position: Q4 2023 in Review

Kraematon Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 7,191 shares — an estimated $239K sold.

Kraematon Investment Advisors first reported a position in XLF in Q4 2021 and held it in 8 quarters. The position peaked at $460K in Q4 2021. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Kraematon Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Kraematon Investment Advisors sold 7,191 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $239K.
Kraematon Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
Kraematon Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $460K in Q4 2021.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Kraematon Investment Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.