Mader & Shannon Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mader & Shannon 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
2023 Q3	–	Sell	-93,642	Closed	-$3.16M	–	18
2023 Q2	$3.16M	Buy	93,642 +1,288	+1%	+$42K	1.95%	17
2023 Q1	$2.97M	Sell	92,354 -1,646	-2%	-$57.2K	1.96%	16
2022 Q4	$3.21M	Buy	+94,000	New	+$3.18M	2.13%	14
2017 Q2	–	Sell	-320,021	Closed	-$7.59M	–	21
2017 Q1	$7.59M	Buy	+320,021	New	+$7.66M	5.45%	7
2015 Q1	–	Sell	-344,229	Closed	-$7.47M	–	32
2014 Q4	$7.47M	Buy	+344,229	New	+$7.21M	5.03%	5

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Mader & Shannon Wealth Management's XLF Position: Q3 2023 in Review

Mader & Shannon Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 93,642 shares — an estimated $3.16M sold.

Mader & Shannon Wealth Management first reported a position in XLF in Q4 2014 and held it in 5 quarters. The position peaked at $7.59M in Q1 2017. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Mader & Shannon Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Mader & Shannon Wealth Management sold 93,642 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $3.16M.
Mader & Shannon Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and held it in 5 quarters.
Mader & Shannon Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $7.59M in Q1 2017.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.