MJP Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MJP Associates’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 Q2	–	Sell	-6,350	Closed	-$243K	–	163
2022 Q1	$243K	Buy	6,350 +727	+13%	+$28.4K	0.06%	132
2021 Q4	$222K	Buy	+5,623	New	+$221K	0.07%	146
2021 Q3	–	Sell	-5,802	Closed	-$213K	–	150
2021 Q2	$213K	Buy	+5,802	New	+$212K	0.07%	130

Other funds holding XLF

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

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MJP Associates's XLF Position: Q2 2022 in Review

MJP Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 6,350 shares — an estimated $243K sold.

MJP Associates first reported a position in XLF in Q2 2021 and held it in 3 quarters. The position peaked at $243K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

MJP Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
MJP Associates sold 6,350 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $243K.
MJP Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
MJP Associates's State Street Financial Select Sector SPDR ETF position peaked at $243K in Q1 2022.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on MJP Associates's 13F filing for Q2 2022, filed 11 Jul 2022.