Lumature Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lumature Wealth Partners’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 Q2	$628K	Buy	18,623 +2,830	+18%	+$92.4K	0.37%	56
2023 Q1	$508K	Sell	15,793 -720	-4%	-$25K	0.28%	64
2022 Q4	$565K	Sell	16,513 -4,079	-20%	-$138K	0.32%	56
2022 Q3	$625K	Buy	20,592 +863	+4%	+$28.5K	0.33%	55
2022 Q2	$620K	Buy	19,729 +987	+5%	+$34.1K	0.28%	66
2022 Q1	$718K	Sell	18,742 -330	-2%	-$12.9K	0.29%	76
2021 Q4	$745K	Buy	19,072 +821	+4%	+$32.3K	0.29%	79
2021 Q3	$685K	Buy	18,251 +2,305	+14%	+$86.2K	0.28%	78
2021 Q2	$585K	Buy	15,946 +1,963	+14%	+$71.8K	0.24%	87
2021 Q1	$476K	Buy	13,983 +6,943	+99%	+$223K	0.25%	87
2020 Q4	$208K	Buy	+7,040	New	+$188K	0.2%	117

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lumature Wealth Partners's XLF Position: Q2 2023 in Review

Lumature Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q2 2023, buying an estimated $92.4K and bringing the position to 18,623 shares worth $628K. The position accounts for 0.37% of the portfolio, ranked #56.

Lumature Wealth Partners first reported a position in XLF in Q4 2020 and has held it in 11 quarters since. The position peaked at $745K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Lumature Wealth Partners held 18,623 shares of State Street Financial Select Sector SPDR ETF worth $628K as of Q2 2023.
Lumature Wealth Partners bought 2,830 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $92.4K.
State Street Financial Select Sector SPDR ETF made up 0.37% of Lumature Wealth Partners's portfolio in Q2 2023, its #56 holding.
Lumature Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $745K in Q4 2021.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.