MRA Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MRA Advisory Group’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 Q4	–	Sell	-6,522	Closed	-$216K	–	140
2023 Q3	$216K	Sell	6,522 -28	-0.4%	-$965	0.15%	104
2023 Q2	$221K	Buy	6,550 +1	+0%	+$33	0.15%	113
2023 Q1	$211K	Buy	6,549 +1	+0%	+$35	0.15%	120
2022 Q4	$224K	Buy	6,548 +2	+0%	+$68	0.18%	91
2022 Q3	$201K	Buy	6,546 +1	+0%	+$33	0.17%	90
2022 Q2	$206K	Buy	6,545 +1	+0%	+$35	0.18%	92
2022 Q1	$251K	Buy	6,544 +1	+0%	+$39	0.19%	86
2021 Q4	$256K	Sell	6,543 -989	-13%	-$38.9K	0.2%	93
2021 Q3	$283K	Sell	7,532 -4	-0.1%	-$150	0.24%	88
2021 Q2	$277K	Buy	7,536 +1,595	+27%	+$58.3K	0.24%	91
2021 Q1	$202K	Buy	+5,941	New	+$191K	0.19%	100

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

MRA Advisory Group's XLF Position: Q4 2023 in Review

MRA Advisory Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 6,522 shares — an estimated $216K sold.

MRA Advisory Group first reported a position in XLF in Q1 2021 and held it in 11 quarters. The position peaked at $283K in Q3 2021. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

MRA Advisory Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
MRA Advisory Group sold 6,522 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $216K.
MRA Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 11 quarters.
MRA Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $283K in Q3 2021.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on MRA Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.