Laurel Wealth Advisors (California)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$3M	Sell	87,801 -2,523	-3%	-$85.3K	0.3%	81
2022 Q3	$2.74M	Sell	90,324 -82,043	-48%	-$2.71M	0.29%	82
2022 Q2	$5.42M	Sell	172,367 -11,712	-6%	-$405K	0.55%	36
2022 Q1	$7.05M	Buy	184,079 +97,546	+113%	+$3.81M	0.58%	36
2021 Q4	$3.38M	Buy	86,533 +66,421	+330%	+$2.61M	0.26%	93
2021 Q3	$755K	Sell	20,112 -56,774	-74%	-$2.12M	0.14%	175
2021 Q2	$2.82M	Sell	76,886 -5,678	-7%	-$208K	0.37%	62
2021 Q1	$2.81M	Sell	82,564 -36,014	-30%	-$1.16M	0.43%	54
2020 Q4	$3.5M	Sell	118,578 -32,384	-21%	-$866K	0.51%	47
2020 Q3	$3.63M	Buy	150,962 +73,845	+96%	+$1.8M	0.6%	40
2020 Q2	$1.78M	Buy	77,117 +17,608	+30%	+$400K	0.33%	78
2020 Q1	$1.24M	Buy	59,509 +32,543	+121%	+$896K	0.28%	97
2019 Q4	$830K	Buy	26,966 +11,872	+79%	+$348K	0.14%	174
2019 Q3	$423K	Buy	15,094 +5,146	+52%	+$142K	0.07%	286
2019 Q2	$275K	Buy	9,948 +1,570	+19%	+$42.5K	0.06%	321
2019 Q1	$215K	Sell	8,378 -19	-0.2%	-$490	0.05%	353
2018 Q4	$200K	Sell	8,397 -698	-8%	-$18.1K	0.06%	320
2018 Q3	$250K	Sell	9,095 -957	-10%	-$26.8K	0.06%	327
2018 Q2	$267K	Sell	10,052 -49	-0.5%	-$1.35K	0.07%	288
2018 Q1	$278K	Sell	10,101 -2,929	-22%	-$84.3K	0.09%	260
2017 Q4	$363K	Buy	13,030 +4,853	+59%	+$131K	0.1%	217
2017 Q3	$211K	Buy	+8,177	New	+$204K	0.07%	284
2017 Q2	–	Sell	-8,659	Closed	-$205K	–	339
2017 Q1	$205K	Buy	+8,659	New	+$207K	0.08%	257
2016 Q2	–	Sell	-3,076	Closed	-$61K	–	329
2016 Q1	$61K	Buy	+3,076	New	+$58.6K	0.03%	268

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XLF Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.8% in Q4 2022, selling an estimated $85.3K and leaving 87,801 shares worth $3M. The position accounts for 0.3% of the portfolio, ranked #81.

Laurel Wealth Advisors (California) first reported a position in XLF in Q1 2016 and has held it in 24 quarters since. The position peaked at $7.05M in Q1 2022. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Laurel Wealth Advisors (California) held 87,801 shares of State Street Financial Select Sector SPDR ETF worth $3M as of Q4 2022.
Laurel Wealth Advisors (California) sold 2,523 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $85.3K.
State Street Financial Select Sector SPDR ETF made up 0.3% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #81 holding.
Laurel Wealth Advisors (California) first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and has held it in 24 quarters since.
Laurel Wealth Advisors (California)'s State Street Financial Select Sector SPDR ETF position peaked at $7.05M in Q1 2022.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.