MBA Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MBA Advisors’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 Q1	–	Sell	-6,097	Closed	-$209K	–	133
2022 Q4	$209K	Buy	+6,097	New	+$206K	0.14%	117
2022 Q2	–	Sell	-6,816	Closed	-$261K	–	153
2022 Q1	$261K	Sell	6,816 -535	-7%	-$20.9K	0.16%	123
2021 Q4	$287K	Sell	7,351 -250	-3%	-$9.83K	0.18%	120
2021 Q3	$285K	Buy	7,601 +63	+0.8%	+$2.36K	0.21%	105
2021 Q2	$277	Sell	7,538 -1,323	-15%	-$48.4K	0.13%	109
2021 Q1	$302	Buy	+8,861	New	+$285K	0.17%	99

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

MBA Advisors's XLF Position: Q1 2023 in Review

MBA Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 6,097 shares — an estimated $209K sold.

MBA Advisors first reported a position in XLF in Q1 2021 and held it in 6 quarters. The position peaked at $287K in Q4 2021. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

MBA Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
MBA Advisors sold 6,097 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $209K.
MBA Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
MBA Advisors's State Street Financial Select Sector SPDR ETF position peaked at $287K in Q4 2021.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on MBA Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.