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 New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

NEIRG Wealth Management's XLF Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 6,791 shares — an estimated $229K sold.

NEIRG Wealth Management first reported a position in XLF in Q4 2021 and held it in 7 quarters. The position peaked at $5.29M in Q1 2022. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 6,791 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $229K.
NEIRG Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $5.29M in Q1 2022.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.