Paladin Advisory Group’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
Q3
Sell
-93
Closed -$3.13K 270
2023
Q2
$3.13K Hold
93
﹤0.01% 246
2023
Q1
$2.99K Buy
+93
New +$3.23K ﹤0.01% 245
2022
Q2
Sell
-5,937
Closed -$205K 541
2022
Q1
$226K Buy
+5,937
New +$232K 0.18% 91

Other funds holding XLF

Paladin Advisory Group's XLF Position: Q3 2023 in Review

Paladin Advisory Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 93 shares — an estimated $3.13K sold.

Paladin Advisory Group first reported a position in XLF in Q1 2022 and held it in 3 quarters. The position peaked at $226K in Q1 2022. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

  • Paladin Advisory Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 93 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $3.13K.
  • Paladin Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Paladin Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $226K 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 Paladin Advisory Group's 13F filing for Q3 2023, filed 17 Oct 2023.