LA
XLF icon

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

Linden 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
2023
Q1 		– Sell
-100,000
Closed -$3.42M – 480
2022
Q4 		$3.42M Hold
100,000
– – 0.04% 246
2022
Q3 		$3.04M Buy
+100,000
New +$3.31M 0.03% 297
2020
Q4 		– Sell
-200,000
Closed -$4.81M – 502
2020
Q3 		$4.81M Buy
200,000
+100,000
+100% +$2.43M 0.06% 162
2020
Q2 		$2.31M Buy
+100,000
New +$2.27M 0.04% 152
2019
Q3 		– Sell
-100,000
Closed -$2.76M – 221
2019
Q2 		$2.76M Buy
+100,000
New +$2.71M 0.04% 139
2017
Q3 		– Sell
-500,000
Closed -$12.3M – 122
2017
Q2 		$12.3M Sell
500,000
-200,000
-29% -$4.75M 0.52% 57
2017
Q1 		$16.6M Buy
+700,000
New +$16.8M 0.62% 45

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return