One Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,433
Closed -$49K 609
2022
Q4
$49K Buy
+1,433
New +$48.5K 0.01% 414
2018
Q3
Sell
-2,475
Closed -$66K 615
2018
Q2
$66K Buy
+2,475
New +$68.3K 0.05% 241

Other funds holding XLF

One Wealth Advisors's XLF Position: Q1 2023 in Review

One Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 1,433 shares — an estimated $49K sold.

One Wealth Advisors first reported a position in XLF in Q2 2018 and held it in 2 quarters. The position peaked at $66K in Q2 2018. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

  • One Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 1,433 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $49K.
  • One Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and held it in 2 quarters.
  • One Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $66K in Q2 2018.
  • 1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.