Laffer Tengler Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Laffer Tengler Investments’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
2024 Q2	–	Sell	-1,318	Closed	-$55.5K	–	450
2024 Q1	$55.5K	Buy	+1,318	New	+$52K	0.01%	240
2018 Q3	–	Sell	-5,104	Closed	-$136K	–	199
2018 Q2	$136K	Hold	5,104	–	–	0.03%	187
2018 Q1	$141K	Hold	5,104	–	–	0.04%	185
2017 Q4	$142K	Hold	5,104	–	–	0.04%	201
2017 Q3	$132K	Hold	5,104	–	–	0.03%	197
2017 Q2	$126K	Hold	5,104	–	–	0.03%	204
2017 Q1	$121K	Hold	5,104	–	–	0.03%	204
2016 Q4	$119K	Buy	+5,104	New	+$110K	0.03%	207

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laffer Tengler Investments's XLF Position: Q2 2024 in Review

Laffer Tengler Investments sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 1,318 shares — an estimated $55.5K sold.

Laffer Tengler Investments first reported a position in XLF in Q4 2016 and held it in 8 quarters. The position peaked at $142K in Q4 2017. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

Laffer Tengler Investments reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Laffer Tengler Investments sold 1,318 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $55.5K.
Laffer Tengler Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 8 quarters.
Laffer Tengler Investments's State Street Financial Select Sector SPDR ETF position peaked at $142K in Q4 2017.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.