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Legacy Wealth Management (Mississippi)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q1 		– Sell
-5,595
Closed -$218K – 104
2021
Q4 		$218K Buy
5,595
+215
+4% +$8.45K 0.11% 101
2021
Q3 		$202K Buy
+5,380
New +$201K 0.11% 104

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s XLF Position: Q1 2022 in Review

Legacy Wealth Management (Mississippi) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 5,595 shares — an estimated $218K sold.

Legacy Wealth Management (Mississippi) first reported a position in XLF in Q3 2021 and held it in 2 quarters. The position peaked at $218K in Q4 2021. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 5,595 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $218K.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 2 quarters.
  • Legacy Wealth Management (Mississippi)'s State Street Financial Select Sector SPDR ETF position peaked at $218K in Q4 2021.
  • 1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2022, filed 12 Dec 2024.