Paladin Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Paladin Advisory Group’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	-93	Closed	-$3.18K	–	521
2022 Q4	$3.18K	Hold	93	–	–	﹤0.01%	250
2022 Q3	$2K	Sell	93 -5,844	-98%	-$193K	﹤0.01%	267
2022 Q2	$186K	Buy	+5,937	New	+$205K	0.16%	97
2022 Q1	–	Sell	-5,937	Closed	-$231K	–	541
2021 Q4	$231K	Buy	+5,937	New	+$233K	0.19%	91

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

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.