LWM Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
HIIFS
LWM Advisory Services's XLF Position: Q2 2022 in Review
LWM Advisory Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 6,118 shares — an estimated $234K sold.
LWM Advisory Services first reported a position in XLF in Q4 2021 and held it in 2 quarters. The position peaked at $272K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.
- LWM Advisory Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
- LWM Advisory Services sold 6,118 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $234K.
- LWM Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
- LWM Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $272K 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 LWM Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.