Merriman Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Merriman 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
2022 Q1	–	Sell	-45,004	Closed	-$1.76M	–	239
2021 Q4	$1.76M	Buy	45,004 +1,733	+4%	+$68.1K	0.13%	76
2021 Q3	$1.62M	Buy	43,271 +20,402	+89%	+$763K	0.14%	81
2021 Q2	$839K	Buy	+22,869	New	+$837K	0.07%	125
2019 Q2	–	Sell	-23,012	Closed	-$592K	–	219
2019 Q1	$592K	Buy	+23,012	New	+$594K	0.11%	117
2018 Q4	–	Sell	-47,903	Closed	-$1.32M	–	219
2018 Q3	$1.32M	Buy	47,903 +15,462	+48%	+$433K	0.28%	62
2018 Q2	$863K	Buy	+32,441	New	+$895K	0.2%	82
2017 Q2	–	Sell	-47,803	Closed	-$1.13M	–	141
2017 Q1	$1.13M	Buy	47,803 +10,403	+28%	+$249K	0.28%	75
2016 Q4	$870K	Buy	+37,400	New	+$802K	0.24%	80
2014 Q1	–	Sell	-79,854	Closed	-$1.53M	–	98
2013 Q4	$1.53M	Hold	79,854	–	–	0.65%	37
2013 Q3	$1.4M	Hold	79,854	–	–	0.73%	34
2013 Q2	$1.36M	Buy	+79,854	New	+$1.34M	1.78%	18

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Merriman Wealth Management's XLF Position: Q1 2022 in Review

Merriman Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 45,004 shares — an estimated $1.76M sold.

Merriman Wealth Management first reported a position in XLF in Q2 2013 and held it in 11 quarters. The position peaked at $1.76M in Q4 2021. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Merriman Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 45,004 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $1.76M.
Merriman Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 11 quarters.
Merriman Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.76M in Q4 2021.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.