Patrick Mauro Investment Advisor’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Patrick Mauro Investment Advisor’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 Q4	–	Sell	-16,094	Closed	-$534K	–	43
2023 Q3	$534K	Sell	16,094 -2,958	-16%	-$102K	0.35%	37
2023 Q2	$642K	Sell	19,052 -10,871	-36%	-$355K	0.4%	37
2023 Q1	$962K	Sell	29,923 -1,095	-4%	-$38.1K	0.6%	34
2022 Q4	$1.06M	Buy	31,018 +364	+1%	+$12.3K	0.69%	35
2022 Q3	$931K	Buy	+30,654	New	+$1.01M	0.67%	35

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

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

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

Patrick Mauro Investment Advisor's XLF Position: Q4 2023 in Review

Patrick Mauro Investment Advisor sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 16,094 shares — an estimated $534K sold.

Patrick Mauro Investment Advisor first reported a position in XLF in Q3 2022 and held it in 5 quarters. The position peaked at $1.06M in Q4 2022. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Patrick Mauro Investment Advisor reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Patrick Mauro Investment Advisor sold 16,094 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $534K.
Patrick Mauro Investment Advisor first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
Patrick Mauro Investment Advisor's State Street Financial Select Sector SPDR ETF position peaked at $1.06M in Q4 2022.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Patrick Mauro Investment Advisor's 13F filing for Q4 2023, filed 15 Feb 2024.