MA Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,013
Closed -$313K 93
2021
Q4
$313K Sell
8,013
-331
-4% -$13K 0.06% 75
2021
Q3
$313K Buy
8,344
+793
+11% +$29.7K 0.06% 71
2021
Q2
$277K Buy
7,551
+43
+0.6% +$1.57K 0.06% 76
2021
Q1
$256K Sell
7,508
-788
-9% -$25.3K 0.05% 78
2020
Q4
$245K Sell
8,296
-312,615
-97% -$8.36M 0.06% 63
2020
Q3
$7.72M Buy
320,911
+9,352
+3% +$227K 1.82% 18
2020
Q2
$7.21M Buy
+311,559
New +$7.07M 1.8% 18

Other funds holding XLF

MA Private Wealth's XLF Position: Q1 2022 in Review

MA Private Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 8,013 shares — an estimated $313K sold.

MA Private Wealth first reported a position in XLF in Q2 2020 and held it in 7 quarters. The position peaked at $7.72M in Q3 2020. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

  • MA Private Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • MA Private Wealth sold 8,013 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $313K.
  • MA Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 7 quarters.
  • MA Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $7.72M in Q3 2020.
  • 1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on MA Private Wealth's 13F filing for Q1 2022, filed 4 May 2022.