Level Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Level Financial Advisors’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
2024 Q1	–	Sell	-623	Closed	-$23.4K	–	265
2023 Q4	$23.4K	Hold	623	–	–	0.01%	153
2023 Q3	$20.7K	Hold	623	–	–	0.01%	150
2023 Q2	$21K	Hold	623	–	–	0.01%	143
2023 Q1	$20K	Hold	623	–	–	0.01%	133
2022 Q4	$21K	Hold	623	–	–	0.01%	127
2022 Q3	$19K	Hold	623	–	–	0.01%	142
2022 Q2	$20K	Buy	+623	New	+$21.5K	0.01%	148

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Level Financial Advisors's XLF Position: Q1 2024 in Review

Level Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 623 shares — an estimated $23.4K sold.

Level Financial Advisors first reported a position in XLF in Q2 2022 and held it in 7 quarters. The position peaked at $23.4K in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Level Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 623 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $23.4K.
Level Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 7 quarters.
Level Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $23.4K in Q4 2023.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.