New England Guild Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

New England Guild Wealth Advisors’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
2022 Q4	$572K	Buy	16,720 +5	+0%	+$169	0.3%	44
2022 Q3	$507K	Sell	16,715 -11,610	-41%	-$384K	0.31%	44
2022 Q2	$891K	Sell	28,325 -3,307	-10%	-$114K	0.55%	37
2022 Q1	$1.21M	Buy	31,632 +31	+0.1%	+$1.21K	0.64%	33
2021 Q4	$1.23M	Buy	31,601 +3,412	+12%	+$134K	0.62%	35
2021 Q3	$1.06M	Buy	28,189 +14,408	+105%	+$539K	0.56%	36
2021 Q2	$506K	Buy	13,781 +2,061	+18%	+$75.4K	0.27%	42
2021 Q1	$399K	Buy	11,720 +728	+7%	+$23.4K	0.22%	42
2020 Q4	$324K	Buy	+10,992	New	+$294K	0.19%	45

Other funds holding XLF

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New England Guild Wealth Advisors's XLF Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q4 2022, buying an estimated $169 and bringing the position to 16,720 shares worth $572K. The position accounts for 0.3% of the portfolio, ranked #44.

New England Guild Wealth Advisors first reported a position in XLF in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2021. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

New England Guild Wealth Advisors held 16,720 shares of State Street Financial Select Sector SPDR ETF worth $572K as of Q4 2022.
New England Guild Wealth Advisors bought 5 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $169.
State Street Financial Select Sector SPDR ETF made up 0.3% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #44 holding.
New England Guild Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
New England Guild Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.23M in Q4 2021.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.