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

NEIRG 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 Q3	–	Sell	-6,791	Closed	-$229K	–	140
2023 Q2	$229K	Sell	6,791 -88,606	-93%	-$2.89M	0.04%	127
2023 Q1	$3.07M	Sell	95,397 -3,298	-3%	-$115K	0.53%	54
2022 Q4	$3.38M	Sell	98,695 -26,063	-21%	-$882K	0.63%	48
2022 Q3	$3.79M	Sell	124,758 -8,360	-6%	-$276K	0.76%	37
2022 Q2	$4.19M	Sell	133,118 -4,972	-4%	-$172K	0.91%	31
2022 Q1	$5.29M	Buy	138,090 +67,260	+95%	+$2.63M	1.04%	26
2021 Q4	$2.77M	Buy	+70,830	New	+$2.78M	0.53%	44

Other funds holding XLF

JP Morgan Chase

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

Bank of America

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ)

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

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

Bank of Nova Scotia

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

National Bank of Canada

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

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

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