Mechanics Financial Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mechanics Financial Corp’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	–	Sell	-278	Closed	-$8.94K	–	220
2023 Q1	$8.94K	Hold	278	–	–	0.01%	179
2022 Q4	$10K	Hold	278	–	–	0.01%	176
2022 Q3	$8K	Hold	278	–	–	0.01%	180
2022 Q2	$9K	Hold	278	–	–	0.01%	185
2022 Q1	$11K	Hold	278	–	–	0.01%	176
2021 Q4	$11K	Buy	+278	New	+$10.9K	0.01%	177

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 $14.7B AUM 47% 1-Year Est. Return

Mechanics Financial Corp's XLF Position: Q2 2023 in Review

Mechanics Financial Corp sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 278 shares — an estimated $8.94K sold.

Mechanics Financial Corp first reported a position in XLF in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q1 2022. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Mechanics Financial Corp reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Mechanics Financial Corp sold 278 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $8.94K.
Mechanics Financial Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Mechanics Financial Corp's State Street Financial Select Sector SPDR ETF position peaked at $11K in Q1 2022.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Mechanics Financial Corp's 13F filing for Q2 2023, filed 1 Aug 2023.