NovaPoint Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

NovaPoint Capital’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	-35,473	Closed	-$1.2M	–	141
2023 Q2	$1.2M	Sell	35,473 -1,532	-4%	-$50K	0.45%	59
2023 Q1	$1.19M	Buy	37,005 +568	+2%	+$19.7K	0.49%	55
2022 Q4	$1.25M	Sell	36,437 -33,099	-48%	-$1.12M	0.54%	50
2022 Q3	$2.11M	Sell	69,536 -6,628	-9%	-$219K	0.96%	44
2022 Q2	$2.4M	Sell	76,164 -18,596	-20%	-$643K	1.04%	41
2022 Q1	$3.63M	Buy	94,760 +68,224	+257%	+$2.67M	1.32%	28
2021 Q4	$1.04M	Buy	+26,536	New	+$1.04M	0.37%	67
2020 Q2	–	Sell	-19,962	Closed	-$416K	–	93
2020 Q1	$416K	Buy	19,962 +4,782	+32%	+$132K	0.38%	60
2019 Q4	$467K	Buy	+15,180	New	+$446K	0.37%	68

Other funds holding XLF

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

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) 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 Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

NovaPoint Capital's XLF Position: Q3 2023 in Review

NovaPoint Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 35,473 shares — an estimated $1.2M sold.

NovaPoint Capital first reported a position in XLF in Q4 2019 and held it in 9 quarters. The position peaked at $3.63M in Q1 2022. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

NovaPoint Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
NovaPoint Capital sold 35,473 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $1.2M.
NovaPoint Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
NovaPoint Capital's State Street Financial Select Sector SPDR ETF position peaked at $3.63M 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 NovaPoint Capital's 13F filing for Q3 2023, filed 18 Oct 2023.