LWP
XLF icon

Legacy Wealth Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Legacy Wealth Planning’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
Q2 		– Sell
-5,986
Closed -$229K – 107
2022
Q1 		$229K Buy
+5,986
New +$234K 0.27% 82
2021
Q4 		– Sell
-6,980
Closed -$262K – 105
2021
Q3 		$262K Buy
+6,980
New +$261K 0.29% 78

Other funds holding XLF

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Wealth Planning's XLF Position: Q2 2022 in Review

Legacy Wealth Planning sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 5,986 shares — an estimated $229K sold.

Legacy Wealth Planning first reported a position in XLF in Q3 2021 and held it in 2 quarters. The position peaked at $262K in Q3 2021. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

  • Legacy Wealth Planning reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 5,986 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $229K.
  • Legacy Wealth Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 2 quarters.
  • Legacy Wealth Planning's State Street Financial Select Sector SPDR ETF position peaked at $262K in Q3 2021.
  • 1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.