Lake Point Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lake Point 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
2022 Q2	$2K	Hold	58	–	–	﹤0.01%	350
2022 Q1	$2K	Hold	58	–	–	﹤0.01%	360
2021 Q4	$2K	Hold	58	–	–	﹤0.01%	363
2021 Q3	$2K	Hold	58	–	–	﹤0.01%	343
2021 Q2	$2K	Buy	+58	New	+$2.12K	﹤0.01%	356
2020 Q1	$7K	Hold	332	–	–	0.01%	142
2019 Q4	$10K	Buy	+332	New	+$9.74K	﹤0.01%	275
2019 Q2	$20K	Hold	714	–	–	0.01%	243
2019 Q1	$20K	Sell	714 -206	-22%	-$5.32K	0.01%	243
2018 Q4	$22K	Buy	+920	New	+$23.9K	0.01%	338

Other funds holding XLF

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lake Point Wealth Management's XLF Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2022 at 58 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Lake Point Wealth Management first reported a position in XLF in Q4 2018 and has held it in 10 quarters since. The position peaked at $22K in Q4 2018. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Lake Point Wealth Management held 58 shares of State Street Financial Select Sector SPDR ETF worth $2K as of Q2 2022.
Lake Point Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #350 holding.
Lake Point Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $22K in Q4 2018.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.