Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q4	–	Sell	-180	Closed	-$6K	–	608
2023 Q3	$6K	Buy	+180	New	+$6.2K	﹤0.01%	540
2023 Q2	–	Sell	-1,865	Closed	-$60K	–	672
2023 Q1	$60K	Sell	1,865 -280	-13%	-$9.73K	﹤0.01%	389
2022 Q4	$73.4K	Hold	2,145	–	–	﹤0.01%	368
2022 Q3	$65K	Hold	2,145	–	–	﹤0.01%	384
2022 Q2	$67K	Hold	2,145	–	–	﹤0.01%	399
2022 Q1	$82K	Sell	2,145 -850	-28%	-$33.2K	﹤0.01%	404
2021 Q4	$117K	Sell	2,995 -260	-8%	-$10.2K	﹤0.01%	371
2021 Q3	$122K	Hold	3,255	–	–	﹤0.01%	368
2021 Q2	$119K	Buy	+3,255	New	+$119K	﹤0.01%	381
2021 Q1	–	Sell	-5,247	Closed	-$155K	–	723
2020 Q4	$155K	Hold	5,247	–	–	﹤0.01%	299
2020 Q3	$126K	Hold	5,247	–	–	﹤0.01%	301
2020 Q2	$121K	Sell	5,247 -1,000	-16%	-$22.7K	﹤0.01%	290
2020 Q1	$130K	Buy	+6,247	New	+$172K	﹤0.01%	274
2018 Q2	–	Sell	-1,251	Closed	-$34K	–	738
2018 Q1	$34K	Buy	+1,251	New	+$36K	﹤0.01%	484

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XLF Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 180 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLF in Q1 2018 and held it in 14 quarters. The position peaked at $155K in Q4 2020. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 180 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street Financial Select Sector SPDR ETF position peaked at $155K in Q4 2020.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.