Legacy Financial Group (Iowa)
XLF icon

Legacy Financial Group (Iowa)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Legacy Financial Group (Iowa)’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 		– Sell
-593
Closed -$19.7K – 524
2023
Q3 		$19.7K Buy
+593
New +$20.4K ﹤0.01% 271
2021
Q3 		– Sell
-40,989
Closed -$1.5M – 66
2021
Q2 		$1.5M Buy
+40,989
New +$1.5M 0.45% 38

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XLF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 593 shares — an estimated $19.7K sold.

Legacy Financial Group (Iowa) first reported a position in XLF in Q2 2021 and held it in 2 quarters. The position peaked at $1.5M in Q2 2021. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 593 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $19.7K.
  • Legacy Financial Group (Iowa) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s State Street Financial Select Sector SPDR ETF position peaked at $1.5M in Q2 2021.
  • 1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.