Leelyn Smith’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-124	Closed	-$4.24K	–	447
2022 Q4	$4.24K	Hold	124	–	–	﹤0.01%	380
2022 Q3	$4K	Buy	+124	New	+$4.1K	﹤0.01%	392
2021 Q2	–	Sell	-8,410	Closed	-$286K	–	400
2021 Q1	$286K	Buy	8,410 +23	+0.3%	+$739	0.09%	109
2020 Q4	$247K	Sell	8,387 -1,192	-12%	-$31.9K	0.08%	110
2020 Q3	$231K	Buy	9,579 +36	+0.4%	+$876	0.08%	111
2020 Q2	$221K	Buy	+9,543	New	+$217K	0.09%	110
2020 Q1	–	Sell	-14,422	Closed	-$444	–	365
2019 Q4	$444	Buy	+14,422	New	+$423K	0.21%	79

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

Leelyn Smith's XLF Position: Q1 2023 in Review

Leelyn Smith sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 124 shares — an estimated $4.24K sold.

Leelyn Smith first reported a position in XLF in Q4 2019 and held it in 7 quarters. The position peaked at $286K in Q1 2021. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Leelyn Smith reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 124 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $4.24K.
Leelyn Smith first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 7 quarters.
Leelyn Smith's State Street Financial Select Sector SPDR ETF position peaked at $286K in Q1 2021.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.