Moneda SA Administradora General de Fondos’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Moneda SA Administradora General de Fondos’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	-22,136	Closed	-$712K	–	36
2023 Q1	$712K	Sell	22,136 -5,344	-19%	-$186K	0.81%	28
2022 Q4	$940K	Buy	27,480 +294	+1%	+$9.94K	0.78%	20
2022 Q3	$825K	Sell	27,186 -13,618	-33%	-$450K	0.67%	25
2022 Q2	$1.28M	Sell	40,804 -28,863	-41%	-$998K	0.96%	19
2022 Q1	$2.67M	Hold	69,667	–	–	1.27%	16
2021 Q4	$2.72M	Hold	69,667	–	–	1.53%	15
2021 Q3	$2.62M	Hold	69,667	–	–	1.47%	13
2021 Q2	$2.56M	Buy	69,667 +3,307	+5%	+$121K	1.09%	16
2021 Q1	$2.26M	Sell	66,360 -1,729	-3%	-$55.5K	1.25%	14
2020 Q4	$2.01M	Sell	68,089 -44,963	-40%	-$1.2M	1.16%	16
2020 Q3	$2.72M	Buy	113,052 +12,028	+12%	+$293K	2.24%	10
2020 Q2	$1.88M	Hold	101,024	–	–	1.73%	16
2020 Q1	$2.1M	Buy	101,024 +3,845	+4%	+$106K	4.41%	6
2019 Q4	$2.99M	Buy	+97,179	New	+$2.85M	4.15%	7

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

Moneda SA Administradora General de Fondos's XLF Position: Q2 2023 in Review

Moneda SA Administradora General de Fondos sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 22,136 shares — an estimated $712K sold.

Moneda SA Administradora General de Fondos first reported a position in XLF in Q4 2019 and held it in 14 quarters. The position peaked at $2.99M in Q4 2019. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Moneda SA Administradora General de Fondos reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Moneda SA Administradora General de Fondos sold 22,136 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $712K.
Moneda SA Administradora General de Fondos first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 14 quarters.
Moneda SA Administradora General de Fondos's State Street Financial Select Sector SPDR ETF position peaked at $2.99M in Q4 2019.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q2 2023, filed 31 Jul 2023.