Pacific Sage Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pacific Sage Partners’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 Q2	–	Sell	-130,125	Closed	-$4.18M	–	95
2023 Q1	$4.18M	Buy	+130,125	New	+$4.52M	1.35%	14

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

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

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

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

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

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Pacific Sage Partners's XLF Position: Q2 2023 in Review

Pacific Sage Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 130,125 shares — an estimated $4.18M sold.

Pacific Sage Partners first reported a position in XLF in Q1 2023 and held it in 1 quarter. The position peaked at $4.18M in Q1 2023. 1,343 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Pacific Sage Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Pacific Sage Partners sold 130,125 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $4.18M.
Pacific Sage Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
Pacific Sage Partners's State Street Financial Select Sector SPDR ETF position peaked at $4.18M in Q1 2023.
1,343 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Pacific Sage Partners's 13F filing for Q2 2023, filed 20 Jul 2023.