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

Ledge 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
2023 Q4	$11.2M	Buy	298,195 +138	+0%	+$4.78K	4.36%	6
2023 Q3	$9.89M	Buy	298,057 +8,310	+3%	+$286K	4.44%	7
2023 Q2	$9.77M	Buy	289,747 +164	+0.1%	+$5.35K	4.67%	7
2023 Q1	$9.31M	Buy	289,583 +7,257	+3%	+$252K	4.41%	7
2022 Q4	$9.66M	Buy	282,326 +16,185	+6%	+$547K	4.41%	7
2022 Q3	$8.08M	Sell	266,141 -6,550	-2%	-$216K	4.95%	4
2022 Q2	$8.58M	Buy	272,691 +33,976	+14%	+$1.17M	5.27%	4
2022 Q1	$9.15M	Buy	+238,715	New	+$9.33M	5.69%	4

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

Ledge Wealth Management's XLF Position: Q4 2023 in Review

Ledge Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.05% in Q4 2023, buying an estimated $4.78K and bringing the position to 298,195 shares worth $11.2M. The position accounts for 4.36% of the portfolio, ranked #6.

Ledge Wealth Management first reported a position in XLF in Q1 2022 and has held it in 8 quarters since. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Ledge Wealth Management held 298,195 shares of State Street Financial Select Sector SPDR ETF worth $11.2M as of Q4 2023.
Ledge Wealth Management bought 138 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $4.78K.
State Street Financial Select Sector SPDR ETF made up 4.36% of Ledge Wealth Management's portfolio in Q4 2023, its #6 holding.
Ledge Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 8 quarters since.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.