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

MY 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
2023 Q4	–	Sell	-146,605	Closed	-$4.86M	–	30
2023 Q3	$4.86M	Sell	146,605 -1,193	-0.8%	-$41.1K	4.83%	7
2023 Q2	$4.98M	Sell	147,798 -1,819	-1%	-$59.4K	4.55%	8
2023 Q1	$4.81M	Buy	+149,617	New	+$5.2M	4.82%	7

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

MY Wealth Management's XLF Position: Q4 2023 in Review

MY Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 146,605 shares — an estimated $4.86M sold.

MY Wealth Management first reported a position in XLF in Q1 2023 and held it in 3 quarters. The position peaked at $4.98M in Q2 2023. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

MY Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
MY Wealth Management sold 146,605 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $4.86M.
MY Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
MY Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.98M in Q2 2023.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on MY Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.