Parisi Gray Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Parisi Gray Wealth Management’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
2022 Q1	–	Sell	-5,800	Closed	-$227K	–	134
2021 Q4	$227K	Buy	5,800 +7	+0.1%	+$275	0.08%	113
2021 Q3	$221K	Buy	5,793 +2,589	+81%	+$96.9K	0.09%	118
2021 Q2	$118K	Buy	+3,204	New	+$117K	0.04%	178
2020 Q1	–	Sell	-7,982	Closed	-$246K	–	117
2019 Q4	$246K	Buy	7,982 +24	+0.3%	+$704	0.14%	93
2019 Q3	$223K	Sell	7,958 -2,986	-27%	-$82.4K	0.15%	92
2019 Q2	$302K	Sell	10,944 -13	-0.1%	-$352	0.21%	82
2019 Q1	$282K	Sell	10,957 -42,019	-79%	-$1.08M	0.18%	83
2018 Q4	$1.25M	Sell	52,976 -14,861	-22%	-$386K	0.85%	25
2018 Q3	$1.89M	Sell	67,837 -564	-0.8%	-$15.8K	1.16%	16
2018 Q2	$1.82M	Buy	68,401 +49,381	+260%	+$1.36M	1.22%	16
2018 Q1	$520K	Buy	19,020 +4,092	+27%	+$118K	0.4%	63
2017 Q4	$417K	Buy	+14,928	New	+$402K	0.31%	75

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Parisi Gray Wealth Management's XLF Position: Q1 2022 in Review

Parisi Gray Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 5,800 shares — an estimated $227K sold.

Parisi Gray Wealth Management first reported a position in XLF in Q4 2017 and held it in 12 quarters. The position peaked at $1.89M in Q3 2018. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Parisi Gray Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Parisi Gray Wealth Management sold 5,800 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $227K.
Parisi Gray Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 12 quarters.
Parisi Gray Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.89M in Q3 2018.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.