Loveless Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Loveless Wealth Management’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	$2.11M	Buy	66,956 +390	+0.6%	+$13.5K	1.38%	24
2022 Q1	$2.55M	Buy	66,566 +565	+0.9%	+$22.1K	1.44%	20
2021 Q4	$2.58M	Buy	66,001 +3,145	+5%	+$124K	1.41%	23
2021 Q3	$2.36M	Buy	62,856 +5,917	+10%	+$221K	1.44%	22
2021 Q2	$2.09M	Buy	56,939 +4,334	+8%	+$159K	1.27%	25
2021 Q1	$1.79M	Buy	52,605 +3,775	+8%	+$121K	1.18%	31
2020 Q4	$1.44M	Buy	48,830 +1,500	+3%	+$40.1K	1.06%	33
2020 Q3	$1.14M	Buy	47,330 +6,500	+16%	+$158K	0.96%	41
2020 Q2	$945K	Buy	40,830 +5,956	+17%	+$135K	0.88%	45
2020 Q1	$726K	Buy	34,874 +2,802	+9%	+$77.1K	0.86%	43
2019 Q4	$986K	Buy	+32,072	New	+$941K	0.85%	44

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Loveless Wealth Management's XLF Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.59% in Q2 2022, buying an estimated $13.5K and bringing the position to 66,956 shares worth $2.11M. The position accounts for 1.38% of the portfolio, ranked #24.

Loveless Wealth Management first reported a position in XLF in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.58M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Loveless Wealth Management held 66,956 shares of State Street Financial Select Sector SPDR ETF worth $2.11M as of Q2 2022.
Loveless Wealth Management bought 390 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $13.5K.
State Street Financial Select Sector SPDR ETF made up 1.38% of Loveless Wealth Management's portfolio in Q2 2022, its #24 holding.
Loveless Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.58M in Q4 2021.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.