Lehman & Derafelo Financial Resources’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-800	Closed	-$24K	–	206
2022 Q3	$24K	Hold	800	–	–	0.01%	144
2022 Q2	$25K	Buy	+800	New	+$27.6K	0.01%	148
2021 Q4	–	Sell	-800	Closed	-$30K	–	196
2021 Q3	$30K	Hold	800	–	–	0.01%	145
2021 Q2	$29K	Hold	800	–	–	0.01%	167
2021 Q1	$27K	Hold	800	–	–	0.01%	167
2020 Q4	$24K	Buy	+800	New	+$21.4K	0.01%	169
2020 Q1	–	Sell	-77,338	Closed	-$2.38M	–	217
2019 Q4	$2.38M	Sell	77,338 -3,281	-4%	-$96.3K	0.85%	27
2019 Q3	$2.26M	Hold	80,619	–	–	0.86%	25
2019 Q2	$2.27M	Hold	80,619	–	–	0.93%	23
2019 Q1	$2.07M	Sell	80,619 -1,256	-2%	-$32.4K	0.89%	24
2018 Q4	$1.95M	Buy	+81,875	New	+$2.13M	0.97%	22

Other funds holding XLF

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XLF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 800 shares — an estimated $24K sold.

Lehman & Derafelo Financial Resources first reported a position in XLF in Q4 2018 and held it in 11 quarters. The position peaked at $2.38M in Q4 2019. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 800 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $24K.
Lehman & Derafelo Financial Resources first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 11 quarters.
Lehman & Derafelo Financial Resources's State Street Financial Select Sector SPDR ETF position peaked at $2.38M in Q4 2019.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.