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

Pacific Capital 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
2023 Q1	–	Sell	-17,289	Closed	-$591K	–	96
2022 Q4	$591K	Buy	+17,289	New	+$585K	0.15%	60
2020 Q4	–	Sell	-139	Closed	-$3K	–	203
2020 Q3	$3K	Buy	+139	New	+$3.38K	﹤0.01%	198

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Pacific Capital Wealth Advisors's XLF Position: Q1 2023 in Review

Pacific Capital Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 17,289 shares — an estimated $591K sold.

Pacific Capital Wealth Advisors first reported a position in XLF in Q3 2020 and held it in 2 quarters. The position peaked at $591K in Q4 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Pacific Capital Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 17,289 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $591K.
Pacific Capital Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 2 quarters.
Pacific Capital Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $591K in Q4 2022.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.